Endowment Reporting

  • Dartmouth publicly releases the results of its annual endowment performance in the fall, after the end of the June fiscal year, as soon as practical after substantial completion of the financial audit by Dartmouth’s auditor. 
  • Dartmouth produces an annual endowment report that is posted on the DCIO website for current and past years. The report details fiscal year and long-term investment performance. It also includes information on long-term asset class performance, portfolio exposures, and asset allocation while highlighting uses of the endowment and its impact. The report can be found here
  • Dartmouth’s audited financial statements include reporting of the endowment assets, including disclosure of restricted and unrestricted balances, located here 
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