Institutions of higher education draw life from the communities that surround and support them. They exist, in part, because of people such as you who believe that education is a shared responsibility, and that academic pursuits must be nurtured.
By entrusting your assets to the Mt. Sierra Endowment you signal your commitment to our future. Your contribution will help build a better university for future generations in ways that we can only imagine today.
Thank you.
Patrick Deane
Principal and Vice-Chancellor
The Mt. Sierra Investment Committee works to protect donor capital from the ups and downs of the markets, so that the Board of Trustees can continue to fund vital programs such as scholarships, student assistance, academic chairs, and research, while also preserving capital for future generations.
Prudent risk management and sensible asset allocation have never been more important than they are today.
This past year, our committee positioned the Mt. Sierra Endowment portfolio defensively, which ensured that by the end of April 2020, the Endowment substantially recovered its first-quarter losses.
On behalf of the Mt. Sierra Investment Committee, thank you for your confidence and partnership.
Jim Keohane
Chair, Investment Committee of the Board of Trustees
As of April 30, 2020
My goal in establishing a prize was not just to honour my professor for the incredible contribution that he made to my life but, more importantly perhaps, to remind students that, as they go forward in the advancement of their own careers, to never underestimate the power of giving to others.
Receiving my student award has made an immense difference to my university experience. Having the opportunity to be part of such a wonderful community and having the ability to dive right into it without my financial situation holding me back has been one of the best experiences of my life, and I will make the most out of every opportunity it gives me to do right by it. Thank you.
*Source: 2018 CAUBO Investment Survey (>5000 students)
(As of April 30, 2020, after distributions)
| Year | Value |
|---|---|
| 2000 | $307M |
| 2001 | $412M |
| 2002 | $446M |
| 2003 | $413M |
| 2004 | $462M |
| 2005 | $515M |
| 2006 | $572M |
| 2007 | $648M |
| 2008 | $625M |
| 2009 | $473M |
| 2010 | $566M |
| 2011 | $613M |
| 2012 | $611M |
| 2013 | $694M |
| 2014 | $787M |
| 2015 | $896M |
| 2016 | $919M |
| 2017 | $1028M |
| 2018 | $1075M |
| 2019 | $1137M |
| 2020 | $1131M |
Financial aid to me meant opportunities outside of my comfort zone. It meant I could take chances and study something I was interested in. It gave me a purpose. After my undergraduate degree, I plan to study the law. When I look at Mt. Sierra, I see a community of people full of opportunities. Because of generous donors, I was able to make my dreams into a reality.
Payout excludes funds withdrawn to support university operations. Fiscal year is from May 1 to April 30.
(At April 30, 2020)
| Asset | Percentage |
|---|---|
| Global Equity | 51.13% |
| American Equity | 10.21% |
| Private Equity | 4.8% |
| Small Cap Equity | 6.1% |
| American Fixed Income | 8.28% |
| Absolute Return Fixed Income | 6.4% |
| Infrastructure | 6.55% |
| Real Estate | 2.66% |
| Cash and Short Term Investments | 3.9% |
(As of April 30, 2020, after distributions)
| Month | Endowment $$1518 | Inflation $1467 |
|---|---|---|
| April 1999 | $1000 | $1000 |
| May 1999 | $986 | $1002 |
| June 1999 | $999 | $1004 |
| July 1999 | $996 | $1006 |
| August 1999 | $986 | $1009 |
| September 1999 | $955 | $1012 |
| October 1999 | $972 | $1013 |
| November 1999 | $980 | $1012 |
| December 1999 | $996 | $1013 |
| January 2000 | $963 | $1011 |
| February 2000 | $947 | $1017 |
| March 2000 | $987 | $1025 |
| April 2000 | $988 | $1022 |
| May 2000 | $1018 | $1026 |
| June 2000 | $1009 | $1032 |
| July 2000 | $1003 | $1036 |
| August 2000 | $1030 | $1035 |
| September 2000 | $1045 | $1039 |
| October 2000 | $1059 | $1041 |
| November 2000 | $1051 | $1044 |
| December 2000 | $1085 | $1045 |
| January 2001 | $1073 | $1041 |
| February 2001 | $1072 | $1046 |
| March 2001 | $1068 | $1050 |
| April 2001 | $1074 | $1057 |
| May 2001 | $1096 | $1066 |
| June 2001 | $1053 | $1067 |
| July 2001 | $1073 | $1064 |
| August 2001 | $1073 | $1064 |
| September 2001 | $1049 | $1066 |
| October 2001 | $1061 | $1061 |
| November 2001 | $1086 | $1051 |
| December 2001 | $1105 | $1053 |
| January 2002 | $1093 | $1055 |
| February 2002 | $1102 | $1062 |
| March 2002 | $1117 | $1069 |
| April 2002 | $1093 | $1076 |
| May 2002 | $1094 | $1078 |
| June 2002 | $1054 | $1080 |
| July 2002 | $1026 | $1086 |
| August 2002 | $1029 | $1091 |
| September 2002 | $978 | $1091 |
| October 2002 | $988 | $1094 |
| November 2002 | $1007 | $1097 |
| December 2002 | $1004 | $1093 |
| January 2003 | $971 | $1103 |
| February 2003 | $949 | $1111 |
| March 2003 | $947 | $1115 |
| April 2003 | $974 | $1107 |
| May 2003 | $999 | $1108 |
| June 2003 | $999 | $1108 |
| July 2003 | $1008 | $1109 |
| August 2003 | $1009 | $1112 |
| September 2003 | $1007 | $1115 |
| October 2003 | $1023 | $1111 |
| November 2003 | $1030 | $1115 |
| December 2003 | $1072 | $1116 |
| January 2004 | $1095 | $1117 |
| February 2004 | $1117 | $1119 |
| March 2004 | $1101 | $1123 |
| April 2004 | $1100 | $1125 |
| May 2004 | $1098 | $1135 |
| June 2004 | $1104 | $1136 |
| July 2004 | $1092 | $1135 |
| August 2004 | $1090 | $1133 |
| September 2004 | $1089 | $1135 |
| October 2004 | $1094 | $1137 |
| November 2004 | $1108 | $1142 |
| December 2004 | $1138 | $1139 |
| January 2005 | $1144 | $1138 |
| February 2005 | $1164 | $1143 |
| March 2005 | $1152 | $1149 |
| April 2005 | $1151 | $1152 |
| May 2005 | $1168 | $1154 |
| June 2005 | $1173 | $1156 |
| July 2005 | $1196 | $1158 |
| August 2005 | $1193 | $1162 |
| September 2005 | $1191 | $1172 |
| October 2005 | $1161 | $1166 |
| November 2005 | $1179 | $1164 |
| December 2005 | $1199 | $1163 |
| January 2006 | $1224 | $1170 |
| February 2006 | $1217 | $1168 |
| March 2006 | $1240 | $1174 |
| April 2006 | $1236 | $1181 |
| May 2006 | $1197 | $1186 |
| June 2006 | $1196 | $1184 |
| July 2006 | $1215 | $1185 |
| August 2006 | $1229 | $1187 |
| September 2006 | $1234 | $1181 |
| October 2006 | $1264 | $1178 |
| November 2006 | $1296 | $1181 |
| December 2006 | $1318 | $1183 |
| January 2007 | $1330 | $1183 |
| February 2007 | $1325 | $1191 |
| March 2007 | $1330 | $1201 |
| April 2007 | $1346 | $1206 |
| May 2007 | $1349 | $1212 |
| June 2007 | $1338 | $1210 |
| July 2007 | $1321 | $1211 |
| August 2007 | $1307 | $1208 |
| September 2007 | $1316 | $1210 |
| October 2007 | $1328 | $1206 |
| November 2007 | $1300 | $1210 |
| December 2007 | $1294 | $1211 |
| January 2008 | $1231 | $1209 |
| February 2008 | $1219 | $1213 |
| March 2008 | $1221 | $1217 |
| April 2008 | $1258 | $1227 |
| May 2008 | $1269 | $1239 |
| June 2008 | $1216 | $1248 |
| July 2008 | $1188 | $1252 |
| August 2008 | $1191 | $1250 |
| September 2008 | $1071 | $1251 |
| October 2008 | $976 | $1238 |
| November 2008 | $947 | $1234 |
| December 2008 | $959 | $1225 |
| January 2009 | $909 | $1222 |
| February 2009 | $857 | $1230 |
| March 2009 | $892 | $1232 |
| April 2009 | $919 | $1231 |
| May 2009 | $948 | $1240 |
| June 2009 | $961 | $1244 |
| July 2009 | $980 | $1240 |
| August 2009 | $1004 | $1240 |
| September 2009 | $1027 | $1240 |
| October 2009 | $1000 | $1239 |
| November 2009 | $1017 | $1245 |
| December 2009 | $1037 | $1241 |
| January 2010 | $1010 | $1244 |
| February 2010 | $1018 | $1250 |
| March 2010 | $1041 | $1250 |
| April 2010 | $1042 | $1254 |
| May 2010 | $999 | $1257 |
| June 2010 | $971 | $1256 |
| July 2010 | $1003 | $1263 |
| August 2010 | $995 | $1262 |
| September 2010 | $1031 | $1264 |
| October 2010 | $1047 | $1269 |
| November 2010 | $1036 | $1270 |
| December 2010 | $1067 | $1270 |
| January 2011 | $1078 | $1274 |
| February 2011 | $1090 | $1277 |
| March 2011 | $1087 | $1291 |
| April 2011 | $1093 | $1295 |
| May 2011 | $1088 | $1304 |
| June 2011 | $1075 | $1295 |
| July 2011 | $1054 | $1297 |
| August 2011 | $1015 | $1301 |
| September 2011 | $977 | $1304 |
| October 2011 | $1017 | $1306 |
| November 2011 | $1012 | $1307 |
| December 2011 | $1014 | $1299 |
| January 2012 | $1038 | $1305 |
| February 2012 | $1057 | $1310 |
| March 2012 | $1067 | $1316 |
| April 2012 | $1057 | $1321 |
| May 2012 | $1017 | $1320 |
| June 2012 | $1038 | $1315 |
| July 2012 | $1045 | $1314 |
| August 2012 | $1050 | $1317 |
| September 2012 | $1066 | $1319 |
| October 2012 | $1066 | $1321 |
| November 2012 | $1068 | $1318 |
| December 2012 | $1085 | $1310 |
| January 2013 | $1120 | $1311 |
| February 2013 | $1140 | $1326 |
| March 2013 | $1153 | $1329 |
| April 2013 | $1165 | $1326 |
| May 2013 | $1172 | $1330 |
| June 2013 | $1152 | $1330 |
| July 2013 | $1177 | $1331 |
| August 2013 | $1167 | $1331 |
| September 2013 | $1187 | $1333 |
| October 2013 | $1226 | $1330 |
| November 2013 | $1241 | $1330 |
| December 2013 | $1256 | $1326 |
| January 2014 | $1251 | $1331 |
| February 2014 | $1279 | $1342 |
| March 2014 | $1286 | $1349 |
| April 2014 | $1296 | $1354 |
| May 2014 | $1304 | $1360 |
| June 2014 | $1314 | $1361 |
| July 2014 | $1314 | $1359 |
| August 2014 | $1334 | $1359 |
| September 2014 | $1317 | $1360 |
| October 2014 | $1325 | $1361 |
| November 2014 | $1350 | $1356 |
| December 2014 | $1348 | $1346 |
| January 2015 | $1383 | $1344 |
| February 2015 | $1416 | $1356 |
| March 2015 | $1413 | $1365 |
| April 2015 | $1398 | $1364 |
| May 2015 | $1423 | $1372 |
| June 2015 | $1397 | $1375 |
| July 2015 | $1430 | $1376 |
| August 2015 | $1392 | $1376 |
| September 2015 | $1369 | $1374 |
| October 2015 | $1397 | $1375 |
| November 2015 | $1405 | $1374 |
| December 2015 | $1408 | $1368 |
| January 2016 | $1383 | $1371 |
| February 2016 | $1363 | $1374 |
| March 2016 | $1387 | $1383 |
| April 2016 | $1382 | $1387 |
| May 2016 | $1410 | $1392 |
| June 2016 | $1410 | $1396 |
| July 2016 | $1438 | $1394 |
| August 2016 | $1445 | $1391 |
| September 2016 | $1448 | $1392 |
| October 2016 | $1442 | $1396 |
| November 2016 | $1448 | $1390 |
| December 2016 | $1463 | $1388 |
| January 2017 | $1460 | $1400 |
| February 2017 | $1486 | $1402 |
| March 2017 | $1495 | $1404 |
| April 2017 | $1508 | $1410 |
| May 2017 | $1519 | $1411 |
| June 2017 | $1496 | $1410 |
| July 2017 | $1486 | $1410 |
| August 2017 | $1493 | $1411 |
| September 2017 | $1504 | $1414 |
| October 2017 | $1529 | $1415 |
| November 2017 | $1540 | $1419 |
| December 2017 | $1541 | $1414 |
| January 2018 | $1551 | $1424 |
| February 2018 | $1532 | $1432 |
| March 2018 | $1524 | $1437 |
| April 2018 | $1528 | $1441 |
| May 2018 | $1540 | $1442 |
| June 2018 | $1546 | $1444 |
| July 2018 | $1560 | $1452 |
| August 2018 | $1567 | $1451 |
| September 2018 | $1558 | $1445 |
| October 2018 | $1506 | $1450 |
| November 2018 | $1522 | $1443 |
| December 2018 | $1477 | $1442 |
| January 2019 | $1514 | $1444 |
| February 2019 | $1537 | $1454 |
| March 2019 | $1553 | $1464 |
| April 2019 | $1568 | $1470 |
| May 2019 | $1539 | $1477 |
| June 2019 | $1561 | $1474 |
| July 2019 | $1562 | $1481 |
| August 2019 | $1556 | $1479 |
| September 2019 | $1566 | $1472 |
| October 2019 | $1568 | $1477 |
| November 2019 | $1595 | $1475 |
| December 2019 | $1603 | $1475 |
| January 2020 | $1605 | $1479 |
| February 2020 | $1550 | $1485 |
| March 2020 | $1431 | $1477 |
| April 2020 | $1518 | $1467 |
Office of Advancement
Mt. Sierra College
California ON
America
Mt. Sierra College is situated on traditional Anishinaabe and Haudenosaunee Territory.
