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SIM Reports to the Treasurer

The Ohio State University Endowment Fund is subject to the policies of The Office of Investments. For University reporting on the Fund, please refer to The Office of Financial Services (formerly The Office of the Treasurer).

SIM annual reports, presentations, and monthly appraisals are available here. If you have questions about any of the data presented, feel free to contact us.

Latest Monthly Appraisal
Annual Reports

All SIM annual reports are provided in Adobe PDF format.

 

Monthly Portfolio Appraisals

Monthly appraisals from the current year are displayed in PDF (.pdf) format or in Microsoft Excel (.xls) on demand. Past year monthly appraisals are aggregated into compressed (.zip) folders of Microsoft Excel (.xls) files.