The Investments Committee of the University of California convened on May 11, 2025, to discuss significant developments in the management of the university's financial assets. The meeting highlighted the impressive growth of the investment portfolio, which has surged from $14 billion to over $42 billion in the past 11 years, reflecting a strategic shift in asset allocation and management practices.

A key point of discussion was the university's approach to managing retirement savings for its participants, which now number approximately 360,000. The average participant is 45 years old, with savings balances ranging from $125,000 to $150,000. The committee emphasized the importance of providing better investment products that align with the growth needs of younger demographics. This includes exploring options for private assets within 401(k) plans to enhance overall investment outcomes.

The committee also noted a significant increase in equity investments, rising from 50% to 62% over the past decade. This adjustment is credited with contributing to the substantial growth of the portfolio. The team underscored the importance of maintaining communication with participants, utilizing platforms like Zoom to encourage long-term investment strategies and reassure them about market fluctuations.

Regent Park commended the ongoing efforts of the investment academy, which has engaged 4,000 participants, including 1,000 from Merced. This initiative aims to enhance financial literacy among students, aligning with the university's broader mission to support its community. The committee expressed gratitude for the team's dedication to these educational efforts, emphasizing that supporting students is integral to the university's identity.

As the meeting concluded, the committee reaffirmed its commitment to innovative investment strategies and community engagement, setting the stage for continued growth and support for the university's stakeholders.