The Bucknell Investment Office serves an important role within the University by executing multiple responsibilities:

  • Managing the endowment to provide a stable, predictable and growing stream of resources for current use in achieving the academic goals of the University, while preserving the purchasing power of the fund for future generations of Bucknellians.
  • Investing the University's operating assets in a prudent manner that provides incremental cash flow with principal stability.
  • Providing a source of investment expertise on campus that supports the education and experience of students, faculty and staff.

Question

What is SMIF?


The Student Managed Investment Fund (SMIF) is a two-semester experiential course in which a select group of Bucknell seniors and 2nd semester juniors manages approximately $1.7 million of Bucknell's endowment in two funds.

Student Managed Investment Fund (SMIF)

Bucknell Investment Committee

The Bucknell Investment Committee is a key component of the multi-level fiduciary approach employed to steward the endowment and operating investments of the University. The Investment Committee is a subset of the University's Board of Trustees, and meets regularly with the Investment Office and external advisors to confer on the state of the financial markets and strategic positioning of the University's investments. The Investment Committee is typically comprised of six to eight voting members with strong backgrounds in various areas of investment management including real estate, global asset allocation, individual security analysis, equity portfolio management and private equity. The Committee's 100+ years of aggregate investment experience offer an invaluable contribution to the management of Bucknell's endowed assets.

Current Endowment Report


Spring 2019 Endowment Report

"In the midst of the broad equity market declines through December, the pooled endowment returned -4.4 percent with the total market value of the endowment declining to $805 million as of Dec. 31, 2018. We have subsequently participated in the market rally thus far in 2019 and as of this writing have recovered all of the losses from the first half of the fiscal year. But we recognize the resilience of our portfolio is not measured in months, and we remain steadfastly focused on meeting our long-term objectives of providing a steady and growing stream of resources to support the educational mission of the University."

- John R. Luthi ’04, Director of Investments

Bucknell University Endowment Report: Spring 2019 (pdf)

Endowment Activity

Categorization of Endowment 2019

Endowment Hypothetical Growth

Past Endowment Reports

Endowment Spotlight


Ben Sampson

Ben Sampson ’69, P’96

Mahatma Gandhi once said, "Live as if you were to die tomorrow. Learn as if you were to live forever." Those words certainly apply to the Bucknell legacy created by Benard (Ben) Sampson '69, P'96, whose commitment to the student experience has helped shape the lives of Bucknellians both in and out of the classroom.

Fall 2015 Endowment Report (pdf)
Laureen Leptinsky Costa ’90 and Michael Costa ’91

Laureen Leptinsky Costa ’90 and Michael Costa ’91

Laureen Leptinsky Costa '90 and Michael Costa '91 are not unlike many other Bucknell alumni. As students, they were involved in University life and, after graduation, continued to engage with Bucknell, supporting the school with their gifts of time and treasure. What sets them apart from the typical donor, however, is a very intentional approach to giving.

Fall 2014 Endowment Report (pdf)
John Miller

The John Miller MG 101 Program Endowment

The John Miller MG 101 Program Endowment provides funds for Management 101 (MGMT101), Bucknell's collaborative, experiential organization and management project course. The course offers students organizational and managerial experience as a basis for critical thinking about how the key institutions of society are organized and governed.

Fall 2013 Endowment Report (pdf)
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