The evestment Education Report Representation of Universities and Colleges Across the Asset Management Industry

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1 The evestment Education Report Representation of Universities and Colleges Across the Asset Management Industry evestment Research September 2015

2 Introduction The evestment Education Report depicts university and college representation across the asset management space. The financial services industry continues to be one of the leading fields of interest for students and recent graduates, and asset management in particular may play a larger role going forward. Industry expansion has been robust since 2008 with assets under management growing 8% globally to $74 trillion in The following report, an update to our 2014 inaugural edition, investigates the strength of school networks within the industry, where they are most concentrated, and how these networks compare to each other. Current and prospective students aiming for a career in asset management will find the following an invaluable resource. Universities and asset management firms may use this report as a benchmark for the development of their career planning and job placement programs and recruiting strategies. Asset management firms voluntarily provide information on their key professionals to evestment alongside other firm and fund information. The following report draws from a data set of 35,000 active professionals, from 4,500 asset management firms, who represent 900 universities and colleges globally. The top seventyfive national universities and top fifteen liberal arts colleges, as ranked by U.S. News & World Report, were chosen for our ranking tables and school-specific pages. Schools are ranked based on the total number of graduates, representation based on their roles at each firm, and a variety of other factors. 1. Boston Consulting Group, Global Asset Management 2015: Sparking Growth with Go-to-Market Excellence, articles/financial-institutions-global-asset-management-2015-sparking-growth-through-go-to-market-strategy, July evestment - All Rights Reserved 2

3 Highlights Ivy league schools predictably ranked highly across all of our rankings, both on an absolute basis and after scaling for school size. There was no clear delineation in terms of the absolute best school for a career in asset management, but top flight MBA programs were a boon for Harvard University, the University of Pennsylvania, and Columbia University. Public schools were also well represented with University of California Los Angeles, University of California Berkeley, University of Michigan Ann Arbor, and University of Virginia showing a large number of alumni across the asset management industry. Regional bias was a beneficial factor with lower ranked public schools, based on U.S. News rankings, garnering attention from local firms. Liberal arts colleges were competitive with top ranked national universities when taking into account their smaller student body size; Williams College and Middlebury College in particular placed a large number of graduates within the industry. The average asset management professional has 19.3 years of relevant work experience, the median is 19 years. Approximately 13.9 the current cohort have not worked in the industry long enough to experience a Fed rate hike. Boston based schools including Boston College, Boston University, and Tufts University benefited from the stable of large asset management firms in the area. A similar regional effect in the Midwest proved beneficial for the University of Wisconsin Madison and the University of Minnesota Twin Cities asset management professionals recorded on evestment s database went no further than a bachelor s degree; 38.9% held an MBA, with the remainder holding non-business administration master s degrees, Ph.D. s, and other graduate degrees. evestment - All Rights Reserved 3

4 Table of Contents Introduction 2 Highlights 3 Table of Contents 4 Report Overview 5 Schools by Portfolio Managers 8 Public University ings 14 Schools by Graduation Schools by Bachelor's Programs 9-10 Intercollegiate Rivalries Schools by Product Strategy 22 ings Schools by MBA Programs Schools by Firm Location Schools by Strategy Assets Schools by 6-7 Ivy League ings 13 Schools by City 19 School Overview 26 National Universities George Washington University 45 Stanford University 64 University of Michigan - Ann Arbor 83 American University 27 Georgetown University 46 Syracuse University 65 University of Minnesota - Twin Cities 84 Baylor University 28 Georgia Institute of Technology 47 Texas A&M Univ. - College Station 66 University of NC - Chapel Hill 85 Boston College 29 Harvard University 48 Tufts University 67 University of Notre Dame 86 Boston University 30 Johns Hopkins University 49 Tulane University 68 University of Pennsylvania 87 Brandeis University 31 Lehigh University 50 University of California - Berkeley 69 University of Pittsburgh 88 Brigham Young University - Provo 32 Massachusetts Inst. of Technology 51 University of California - Davis 70 University of Rochester 89 Brown University 33 New York University 52 University of California - Irvine 71 University of Southern California 90 California Institute of Technology 34 Northeastern University 53 University of California - Los Angeles 72 University of Texas - Austin 91 Carnegie Mellon University 35 Northwestern University 54 University of California - San Diego 73 University of Virginia 92 Case Western Reserve University 36 Ohio State University - Columbus 55 University of CA - Santa Barbara 74 University of Washington 93 Clemson University 37 PA State University - University Park 56 University of Chicago 75 University of Wisconsin - Madison 94 College of William & Mary 38 Pepperdine University 57 University of Connecticut 76 Vanderbilt University 95 Columbia University 39 Princeton University 58 University of Florida 77 Virginia Tech 96 Cornell University 40 Purdue University - West Lafayette 59 University of Georgia 78 Wake Forest University 97 Dartmouth College 41 Rensselaer Polytechnic Institute 60 University of IL - Urbana- Champaign 79 Washington University in St. Louis 98 Duke University 42 Rice University 61 University of Iowa 80 Worcester Polytechnic Institute 99 Emory University 43 Rutgers, the State University of NJ 62 University of Maryland - College Park 81 Yale University 100 Fordham University 44 Southern Methodist University 63 University of Miami 82 Yeshiva University 101 Liberal Arts Colleges Claremont McKenna College 105 Middlebury College 109 Vassar College 113 Amherst College 102 Colby College 106 Pomona College 110 Washington and Lee University 114 Bowdoin College 103 Davidson College 107 Swarthmore College 111 Wellesley College 115 Carleton College 104 Haverford College 108 United States Naval Academy 112 Williams College 116 Methodology 117 Contact Information 118 evestment - All Rights Reserved 4

5 Report Overview Summary The characteristics cited in the following pages are based on employee data reported to evestment. Given the nature of investment manager databases, our information on asset management professionals skews heavily in favor of front office roles, see figure 2. While this is but a fraction of each firms workforce, these individuals represent some of the key decision makers within these organizations: those managing, or helping to manage, portfolios and those heading the various support roles required to run successful asset management firms. The report is broken into two sections. The first section, pages 5 25, contains aggregate rankings and other statistics and schools comparative representation rates within the asset management industry. The second section, pages , contains information organized by university or college. Figure 1: Distribution of start year in financial services industry for all current employees *includes half of 2006 start year cohort 5% 4% 3% 2% 1% Average years of experience: % have not seen a Fed rate hike* Figure 2: Distribution of reported professionals roles Portfolio Manager/ Analyst 73.6% Research/ Economist/ Strategist 5.1% Other/ Unspecified 13.1% Investor Relations/ Marketing 5.6% Risk Management/ Due Diligence 2.5% Figure 3: Distribution of bachelor s degree-receiving graduation years for current portfolio managers Average age assuming bachelor's degree received at age 22: evestment - All Rights Reserved 5

6 ing by Universities and colleges ranked based on the total number of graduates working in asset management as reported to evestment University University University 1 University of Pennsylvania Vanderbilt University Case Western Reserve University 52 2 Harvard University University of Maryland - College Park Rensselaer Polytechnic Institute 46 3 Columbia University Northeastern University Wake Forest University 46 4 University of Chicago University of Rochester University of Miami 44 5 New York University Lehigh University Purdue University - West Lafayette 42 6 Stanford University Tufts University Pepperdine University 39 7 Northwestern University Ohio State University - Columbus Virginia Tech 38 8 Cornell University University of Texas - Austin California Institute of Technology 33 9 University of California - Los Angeles Southern Methodist University Baylor University Boston College Johns Hopkins University American University University of California - Berkeley University of Washington Yeshiva University University of Virginia Washington University in St. Louis Clemson University Massachusetts Institute of Technology University of Iowa Worcester Polytechnic Institute University of Michigan - Ann Arbor Emory University Yale University George Washington University Boston University University of Connecticut Duke University University of Pittsburgh 84 1 Williams College Dartmouth College University of Florida 73 2 Middlebury College Princeton University College of William & Mary 72 3 Washington and Lee University University of Southern California Tulane University 72 4 Colby College Georgetown University University of California - Santa Barbara 71 5 Bowdoin College University of Illinois - Urbana- Champaign Brigham Young University - Provo 66 6 Amherst College University of Notre Dame University of California - San Diego 63 7 Claremont McKenna College University of Minnesota - Twin Cities Rice University 59 7 Wellesley College Fordham University Syracuse University 59 9 Vassar College Penn. State University - University Park University of Georgia Swarthmore College Brown University Georgia Institute of Technology United States Naval Academy University of North Carolina - Chapel Hill Texas A&M University - College Station Carleton College University of Wisconsin - Madison University of California - Irvine Davidson College Rutgers, the State University of New Jersey University of California - Davis Pomona College Carnegie Mellon University Brandeis University Haverford College 21 Liberal Arts College evestment - All Rights Reserved 6

7 ing by for School Size Universities and colleges ranked based on the number of graduates in asset management as reported to evestment adjusting for student body size University University University 1 University of Chicago Boston University Brigham Young University - Provo 66 2 Dartmouth College Washington University in St. Louis Worcester Polytechnic Institute 11 3 University of Pennsylvania Emory University University of California - San Diego 63 4 Princeton University Rensselaer Polytechnic Institute University of California - Irvine 57 5 Harvard University University of Michigan - Ann Arbor Ohio State University - Columbus Boston College Wake Forest University University of Georgia 59 7 Massachusetts Institute of Technology Tulane University University of California - Davis 55 8 Stanford University University of North Carolina - Chapel Hill American University 20 9 Yale University University of Southern California University of Florida Columbia University Case Western Reserve University Virginia Tech Brown University University of Illinois - Urbana- Champaign Texas A&M University - College Station University of Notre Dame Northeastern University Purdue University - West Lafayette California Institute of Technology University of Iowa Clemson University Lehigh University Rutgers, the State University of New Jersey Northwestern University Johns Hopkins University Duke University Pepperdine University New York University University of Minnesota - Twin Cities Williams College Cornell University University of Wisconsin - Madison Washington and Lee University University of Virginia George Washington University 98 3 Claremont McKenna College Georgetown University Penn. State University - University Park Bowdoin College University of Rochester University of Connecticut 94 5 Colby College Tufts University University of Maryland - College Park Amherst College Rice University Yeshiva University 19 7 Middlebury College Fordham University University of California - Santa Barbara 71 7 Swarthmore College Carnegie Mellon University Syracuse University 59 9 Haverford College Vanderbilt University University of Pittsburgh Wellesley College Southern Methodist University Georgia Institute of Technology Pomona College College of William & Mary University of Miami Vassar College University of California - Berkeley University of Washington Carleton College Brandeis University University of Texas - Austin Davidson College University of California - Los Angeles Baylor University United States Naval Academy 24 Liberal Arts College evestment - All Rights Reserved 7

8 ing by Portfolio Managers Universities and colleges ranked based on the total number of portfolio managers and analysts as reported to evestment University PM/ Analyst University PM/ Analyst University 1 University of Pennsylvania Rutgers, the State University of New Jersey Brandeis University 40 2 Columbia University Vanderbilt University Case Western Reserve University 40 3 Harvard University University of Texas - Austin Georgia Institute of Technology 40 4 University of Chicago Tufts University Syracuse University 40 5 New York University University of Rochester University of Georgia 40 6 Stanford University University of Maryland - College Park Colby College 38 7 Northwestern University Emory University Rensselaer Polytechnic Institute 38 8 Cornell University Northeastern University Wake Forest University 38 9 University of California - Los Angeles University of Iowa Bowdoin College Boston College Johns Hopkins University University of California - Irvine University of California - Berkeley Washington University in St. Louis University of Miami University of Virginia Lehigh University Purdue University - West Lafayette Massachusetts Institute of Technology Ohio State University - Columbus Virginia Tech University of Michigan - Ann Arbor University of Washington Amherst College Dartmouth College George Washington University Wellesley College Yale University Williams College Vassar College Duke University University of Connecticut Claremont McKenna College Boston University Southern Methodist University Pepperdine University Princeton University University of Pittsburgh Pomona College University of Illinois - Urbana- Champaign University of Florida Swarthmore College University of Southern California College of William & Mary California Institute of Technology Georgetown University Tulane University Carleton College University of Notre Dame Brigham Young University - Provo Baylor University University of Minnesota - Twin Cities Rice University Davidson College University of Wisconsin - Madison Middlebury College United States Naval Academy Fordham University Washington and Lee University Haverford College University of North Carolina - Chapel Hill University of California - Davis Yeshiva University Brown University Texas A&M University - College Station American University Carnegie Mellon University University of California - San Diego Clemson University Penn. State University - University Park University of California - Santa Barbara Worcester Polytechnic Institute 9 PM/ Analyst evestment - All Rights Reserved 8

9 ing by Bachelor s Graduates Universities and colleges ranked based on the total number of bachelor s graduates working in asset management as reported to evestment University BA/BS University BA/BS University BA/BS 1 University of Pennsylvania Vanderbilt University Purdue University - West Lafayette 27 2 Harvard University Ohio State University - Columbus Wake Forest University 26 3 University of Virginia University of Maryland - College Park Rensselaer Polytechnic Institute 24 4 Cornell University University of Washington Baylor University 23 5 Yale University Southern Methodist University California Institute of Technology 20 6 Princeton University University of Iowa University of California - Irvine 18 7 Boston College University of Texas - Austin University of Miami 17 8 University of California - Berkeley University of California - Santa Barbara Case Western Reserve University 14 9 University of Michigan - Ann Arbor Fordham University American University Dartmouth College Northeastern University Pepperdine University University of Illinois - Urbana- Champaign University of Connecticut Yeshiva University University of Notre Dame Washington University in St. Louis Clemson University Stanford University College of William & Mary Worcester Polytechnic Institute 7 14 Columbia University University of Florida New York University Brigham Young University - Provo Duke University Emory University 47 Liberal Arts College BA/BS 16 Georgetown University University of California - San Diego 47 1 Williams College University of California - Los Angeles Johns Hopkins University 44 2 Middlebury College Brown University Texas A&M University - College Station 44 3 Washington and Lee University Penn. State University - University Park George Washington University 42 4 Bowdoin College Northwestern University University of California - Davis 42 4 Colby College Boston University Syracuse University 40 6 Amherst College University of Southern California University of Rochester 40 6 Claremont McKenna College Lehigh University Carnegie Mellon University 39 8 Wellesley College Massachusetts Institute of Technology Tulane University 39 9 Vassar College University of Minnesota - Twin Cities University of Georgia Swarthmore College University of Wisconsin - Madison Rice University United States Naval Academy Rutgers, the State University of New Jersey Virginia Tech Davidson College Tufts University University of Pittsburgh Carleton College University of North Carolina - Chapel Hill Georgia Institute of Technology Pomona College University of Chicago Brandeis University Haverford College 18 evestment - All Rights Reserved 9

10 ing by Bachelor s Graduates for School Size Universities and colleges ranked based on the number of bachelor s graduates working in asset management as reported to evestment adjusting for student body size University BA/BS University BA/BS University BA/BS 1 University of Pennsylvania Johns Hopkins University American University 12 2 Princeton University Boston University University of Texas - Austin 60 3 Yale University Tulane University University of Miami 17 4 Harvard University University of Michigan - Ann Arbor Brigham Young University - Provo 47 5 Dartmouth College Wake Forest University Ohio State University - Columbus 69 6 Boston College University of Southern California University of California - Davis 42 7 Massachusetts Institute of Technology University of California - Berkeley University of Florida 50 8 California Institute of Technology University of Illinois - Urbana- Champaign Virginia Tech 32 9 Stanford University Rensselaer Polytechnic Institute University of Georgia Lehigh University Yeshiva University Texas A&M University - College Station Brown University George Washington University Purdue University - West Lafayette Duke University University of North Carolina - Chapel Hill University of California - Irvine Georgetown University University of California - Los Angeles Clemson University Columbia University Case Western Reserve University University of Notre Dame Northeastern University University of Chicago University of Wisconsin - Madison 91 Liberal Arts College BA/BS 17 Tufts University University of Iowa 60 1 Williams College Cornell University Rutgers, the State University of New Jersey 89 2 Washington and Lee University University of Virginia Syracuse University 40 3 Claremont McKenna College Northwestern University University of Minnesota - Twin Cities 91 4 Bowdoin College Vanderbilt University Penn. State University - University Park Middlebury College Southern Methodist University Pepperdine University 11 6 Colby College Rice University University of Connecticut 56 7 Amherst College College of William & Mary University of California - Santa Barbara 59 8 Swarthmore College Washington University in St. Louis Georgia Institute of Technology 28 9 Haverford College Brandeis University University of Maryland - College Park Wellesley College Carnegie Mellon University University of Washington Pomona College Fordham University Baylor University Vassar College New York University Worcester Polytechnic Institute 7 13 Davidson College University of Rochester University of Pittsburgh Carleton College Emory University University of California - San Diego United States Naval Academy 21 evestment - All Rights Reserved 10

11 ing by MBA Graduates Universities and colleges ranked based on the total number of MBA graduates working in asset management as reported to evestment University MBA University MBA University MBA 1 University of Chicago University of Notre Dame Penn. State University - University Park 18 2 University of Pennsylvania Yale University Rice University 18 3 Columbia University Vanderbilt University University of Miami 16 4 New York University University of Iowa Lehigh University 13 5 Harvard University Emory University Wake Forest University 13 6 Northwestern University Rutgers, the State University of New Jersey College of William & Mary 11 7 Stanford University University of Pittsburgh University of Florida 11 8 University of California - Los Angeles University of Texas - Austin Brigham Young University - Provo 9 9 Cornell University Case Western Reserve University University of Georgia 9 10 University of Michigan - Ann Arbor George Washington University Johns Hopkins University 8 11 University of Southern California Washington University in St. Louis Purdue University - West Lafayette 6 12 Massachusetts Institute of Technology Northeastern University Syracuse University 5 13 Fordham University Southern Methodist University Texas A&M University - College Station 5 14 University of California - Berkeley University of Wisconsin - Madison Baylor University 4 15 Duke University University of Connecticut Georgia Institute of Technology 4 16 Dartmouth College University of Maryland - College Park Rensselaer Polytechnic Institute 4 17 University of Virginia Georgetown University American University 3 18 University of Minnesota - Twin Cities Ohio State University - Columbus University of California - Davis 3 19 Boston University University of Washington Clemson University 2 20 Boston College University of California - Irvine University of California - San Diego 2 21 University of Rochester Pepperdine University Virginia Tech 2 22 Carnegie Mellon University Tulane University Brandeis University 1 22 University of North Carolina - Chapel Hill University of Illinois - Urbana- Champaign 22 evestment - All Rights Reserved 11

12 ing by MBA Graduates for School Size Universities and colleges ranked based on the number of MBA graduates working in asset management as reported to evestment adjusting for student body size University MBA University MBA University MBA 1 New York University University of California - Berkeley University of North Carolina - Chapel Hill 55 2 University of Chicago Southern Methodist University University of Georgia 9 3 Lehigh University Dartmouth College University of Florida 11 4 University of Connecticut Rensselaer Polytechnic Institute 4 50 University of Miami 16 5 Boston College University of Wisconsin - Madison Yale University 53 6 Columbia University University of Notre Dame Rice University 18 7 University of Minnesota - Twin Cities University of Maryland - College Park University of Texas - Austin 39 8 University of Iowa Pepperdine University Syracuse University 5 9 Case Western Reserve University Northeastern University Johns Hopkins University 8 10 Fordham University Vanderbilt University College of William & Mary Boston University Wake Forest University Georgetown University University of Rochester University of Virginia Baylor University 4 13 University of Pennsylvania University of California - Irvine Texas A&M University - College Station 5 14 University of Pittsburgh Carnegie Mellon University American University 3 15 University of Southern California University of Illinois - Urbana- Champaign Purdue University - West Lafayette 6 16 Tulane University Washington University in St. Louis University of California - Davis 3 17 University of California - Los Angeles Massachusetts Institute of Technology Georgia Institute of Technology 4 18 Harvard University Ohio State University - Columbus Virginia Tech 2 19 Stanford University University of Michigan - Ann Arbor Brigham Young University - Provo 9 20 Rutgers, the State University of New Jersey Penn. State University - University Park University of California - San Diego 2 21 Northwestern University Duke University Clemson University 2 22 Cornell University Emory University Brandeis University 1 23 George Washington University University of Washington 26 evestment - All Rights Reserved 12

13 Ivy League ing Ivy league schools represent an overwhelming percentage of the U.S. asset management workforce, particularly among portfolio managers and front office analysts. The following depicts the scale and relative representation of Ivy Leaguers in the asset management space, based on degree program and role. School Bachelor's Graduates 1 1 University of Pennsylvania 391 2, Harvard University 249 1, Cornell University 192 3, Yale University 184 1, Princeton University 183 1, Dartmouth College 149 1, Columbia University 141 2, Brown University 127 1,603 School School MBA Graduates 1 2 University of Pennsylvania 974 7, Harvard University 843 7, Columbia University , Cornell University 353 6, Yale University 280 3, Dartmouth College 263 1, Princeton University 255 2, Brown University 158 2, University of Pennsylvania 494 1, Columbia University 486 1, Harvard University 430 1, Cornell University Dartmouth College Yale University Brown University Princeton University - - School Portfolio Managers & Analysts School Master's & PhD Graduates 1 2 University of Pennsylvania 795 7, Columbia University , Harvard University 638 7, Cornell University 290 6, Dartmouth College 220 1, Yale University 218 3, Princeton University 198 2, Brown University 121 2, Columbia University 120 8, Harvard University 107 5, Princeton University University of Pennsylvania 53 4, Cornell University 34 2, Yale University 27 2, Brown University Dartmouth College evestment - All Rights Reserved 13

14 Public University ing Generally representing the largest student bodies, public schools boast solid placement in asset management. Name brand recognition and top flight MBA programs are closely linked with the number of current asset management professionals. School School Bachelor's Graduates 1 4 University of California - Los Angeles , University of California - Berkeley , University of Virginia 318 6, University of Michigan - Ann Arbor , University of Illinois - Urbana- Champaign , University of Minnesota - Twin Cities , Penn. State University - University Park , University of North Carolina - Chapel Hill 154 7, University of Wisconsin - Madison 145 9, Rutgers, the State University of NJ 144 9, University of Maryland - College Park , Ohio State University - Columbus , University of Texas - Austin , University of Washington , University of Iowa 102 6, University of Connecticut 94 7, University of Pittsburgh 84 7, University of Florida 73 14, College of William & Mary 72 2, University of California - Santa Barbara 71 6, University of California - San Diego 63 8, University of Georgia 59 8, Georgia Institute of Technology 58 5, Texas A&M University - College Station 57 11, University of California - Irvine 57 7, University of California - Davis 55 8, Purdue University - West Lafayette 42 9, Virginia Tech 38 7, Clemson University 17 4, University of Virginia 195 3, University of California - Berkeley 164 7, University of Michigan - Ann Arbor 153 6, University of Illinois - Urbana- Champaign 147 7, University of California - Los Angeles 129 7, Penn. State University - University Park , University of Minnesota - Twin Cities 91 7, University of Wisconsin - Madison 91 6, Rutgers, the State University of NJ 89 6, University of North Carolina - Chapel Hill 79 4, Ohio State University - Columbus 69 10, University of Maryland - College Park 67 7, University of Washington 65 7, University of Iowa 60 4, University of Texas - Austin 60 8, University of California - Santa Barbara 59 5, University of Connecticut 56 4, College of William & Mary 53 1, University of Florida 50 8, University of California - San Diego 47 6, Texas A&M University - College Station 44 9, University of California - Davis 42 6, University of Georgia 34 6, Virginia Tech 32 5, University of Pittsburgh 31 4, Georgia Institute of Technology 28 2, Purdue University - West Lafayette 27 6, University of California - Irvine 18 6, Clemson University 10 3,394 evestment - All Rights Reserved 14

15 Intercollegiate Rivalries School rivalries are commonplace in the U.S. While competition is usually relegated to intercollegiate sports and youthful pranks, students and even graduates are quick to enlist comparisons across a wide array of factors whenever the topic is broached. To facilitate such competition, we present the following six intercollegiate rivalries based on our data. Ohio State University - Columbus University of Michigan - Ann Arbor Duke University University of North Carolina - Chapel Hill Harvard University Yale University Network Size: Network Size: Network Size: Penetration: for School Size 112 (15373) 308 (11828) Penetration: for School Size 264 (4750) 154 (7603) Penetration: for School Size 843 (7243) 280 (3500) Hedge Funders: % Working in Hedge Funds 5.6% 6.1% Hedge Funders: % Working in Hedge Funds 7.4% 2.7% Hedge Funders: % Working in Hedge Funds 9.7% 10.7% Seniority: Average Industry Experience (s) Seniority: Average Industry Experience (s) Seniority: Average Industry Experience (s) Regional Cache: Representation at Midwestern Firms 1.7% 2.4% Regional Cache: Representation at NC-Based Firms 7.6% 13.8% Regional Cache: Representation at New England Firms 6.2% 1.4% Winner 0-5 Winner 3-2 Winner 4-1 evestment - All Rights Reserved 15

16 Intercollegiate Rivalries School rivalries are commonplace in the U.S. While competition is usually relegated to intercollegiate sports and youthful pranks, students and even graduates are quick to enlist comparisons across a wide array of factors whenever the topic is broached. To facilitate such competition, we present the following six intercollegiate rivalries based on our data. Northwestern University University of Illinois - Urbana- Champaign University of Notre Dame University of Southern California Boston College Boston University Network Size: Network Size: Network Size: Penetration: for School Size 381 (6166) 226 (11926) Penetration: for School Size 216 (3356) 241 (11963) Penetration: for School Size 343 (3402) 266 (9340) Hedge Funders: % Working in Hedge Funds 5.4% 3.1% Hedge Funders: % Working in Hedge Funds % Hedge Funders: % Working in Hedge Funds 6.5% 4.4% Seniority: Average Industry Experience (s) Seniority: Average Industry Experience (s) Seniority: Average Industry Experience (s) Regional Cache: Representation at Illinois-Based Firms 4.5% 2.8% Regional Cache: Representation at Home State Firms 4.8% 4.7% Regional Cache: Representation at Boston-Based Firms 7.4% 5. Winner 5-0 Winner 3-2 Winner 4-1 evestment - All Rights Reserved 16

17 Top Schools by Firm Location Regional Concentration: Top ten schools based on the number of alumni recorded working within each region Northeast School University of Pennsylvania 575 New York University 519 Columbia University 496 Harvard University 460 University of Chicago 268 Boston College 261 Cornell University 200 Massachusetts Institute of Technology 194 Boston University 193 Dartmouth College 152 South School University of Virginia 129 University of Texas - Austin 118 University of Pennsylvania 114 University of Chicago 71 Harvard University 69 University of North Carolina - Chapel Hill 65 Duke University 58 Southern Methodist University 57 Columbia University 55 Vanderbilt University 52 evestment - All Rights Reserved 17

18 Top Schools by Firm Location Regional Concentration: Top ten schools based on the number of alumni recorded working within each region Midwest School University of Chicago 230 University of Wisconsin - Madison 185 Northwestern University 142 University of Minnesota - Twin Cities 102 University of Illinois - Urbana-Champaign 88 University of Michigan - Ann Arbor 75 University of Notre Dame 72 University of Iowa 63 University of Pennsylvania 56 Ohio State University - Columbus 52 West School University of California - Los Angeles 214 University of California - Berkeley 188 Harvard University 175 Stanford University 168 University of Southern California 166 University of Pennsylvania 136 University of Chicago 131 Columbia University 91 New York University 85 University of Washington 74 evestment - All Rights Reserved 18

19 Top Schools for Firms Located in Select Metropolitan Areas Firms Located within 75 Mile Radius of Anchor City Regional Bias: Excepting a handful of dominating schools, local recruiting plays a significant factor in graduates employment locations New York, NY New York University Columbia University University of Pennsylvania Harvard University University of Chicago Cornell University Fordham University Yale University Princeton University Stanford University Boston, MA Harvard University Boston College Boston University University of Pennsylvania Massachusetts Institute of Technology University of Chicago Dartmouth College Columbia University Northeastern University Cornell University Chicago, IL University of Chicago Northwestern University University of Illinois - Urbana- Champaign University of Wisconsin - Madison University of Michigan - Ann Arbor University of Notre Dame University of Pennsylvania Harvard University Stanford University University of Iowa Los Angeles, CA University of California - Los Angeles University of Southern California Harvard University University of Pennsylvania University of Chicago University of California - Berkeley Stanford University Columbia University New York University Northwestern University University of California - Irvine Washington, D.C. University of Virginia University of Maryland - College Park University of Pennsylvania Columbia University Harvard University Johns Hopkins University George Washington University University of Chicago Georgetown University Stanford University Duke University Philadelphia, PA University of Pennsylvania Pennsylvania State University - University Park New York University Columbia University Harvard University University of Chicago Princeton University University of Virginia Northwestern University Duke University Yale University Lehigh University evestment - All Rights Reserved 19

20 Top Feeder Schools by Graduation Change in schools placement dominance over time: Columbia, UPenn, and UChicago have strong ties to asset managers (ties extend list) Yale University Harvard University New York University Stanford University University of Virginia University of Pennsylvania Columbia University University of IL - Urbana- Champaign Northwestern University Princeton University Brown University University of Pennsylvania Harvard University Columbia University New York University Stanford University University of Virginia University of Notre Dame University of Chicago Yale University Northwestern University Harvard University University of Pennsylvania New York University Stanford University University of Michigan - Ann Arbor Yale University Northwestern University Columbia University University of IL - Urbana- Champaign University of Virginia University of Southern California University of Pennsylvania Harvard University Princeton University New York University University of Chicago Columbia University Stanford University University of Virginia Cornell University University of IL - Urbana- Champaign University of California - Los Angeles University of Pennsylvania Harvard University Stanford University University of Chicago University of Virginia Columbia University University of Michigan - Ann Arbor New York University Duke University Yale University Harvard University University of Pennsylvania University of Chicago Columbia University New York University Northwestern University University of California - Los Angeles University of Virginia University of IL - Urbana- Champaign University of California - Berkeley Harvard University University of Pennsylvania Columbia University New York University University of Chicago University of Michigan - Ann Arbor Stanford University Boston College Northwestern University University of California - Los Angeles Yale University University of Pennsylvania University of Chicago Harvard University New York University Columbia University Northwestern University Boston College Massachusetts Institute of Technology Duke University University of California - Berkeley Cornell University University of Pennsylvania University of Chicago New York University Harvard University Columbia University Boston College Stanford University Cornell University University of California - Los Angeles Massachusetts Institute of Technology Columbia University University of Chicago University of Pennsylvania Harvard University New York University Massachusetts Institute of Technology Boston College Stanford University Princeton University Boston University Columbia University University of Pennsylvania University of Chicago Harvard University University of California - Berkeley Cornell University Stanford University Northwestern University New York University Boston College LEGEND Ivy League Public Non-Ivy Private Liberal Arts evestment - All Rights Reserved 20

21 Top Feeder Schools by Graduation for School Size Change in schools placement dominance over time: Top liberal arts colleges are very competitive with Ivies in an apples-to-apples comparison Yale University Amherst College Bowdoin College Washington and Lee University Williams College Princeton University Brown University Harvard University Stanford University United States Naval Academy University of Pennsylvania University of Notre Dame Dartmouth College Carleton College Colby College Harvard University Princeton University California Institute of Technology Washington and Lee University Rice University Swarthmore College Bowdoin College Colby College Williams College Haverford College Harvard University Yale University University of Pennsylvania Princeton University Amherst College Swarthmore College Princeton University Washington and Lee University Williams College Bowdoin College Wellesley College University of Pennsylvania Dartmouth College Colby College Harvard University Williams College Amherst College Bowdoin College Colby College Vassar College Swarthmore College University of Pennsylvania Middlebury College California Institute of Technology Stanford University Williams College Dartmouth College University of Chicago Amherst College Bowdoin College Harvard University Princeton University University of Pennsylvania California Institute of Technology Washington and Lee University Colby College Williams College Dartmouth College Harvard University University of Pennsylvania Washington and Lee University Boston College University of Chicago Princeton University Yale University University of Chicago Colby College Claremont McKenna College Williams College Dartmouth College Princeton University Boston College University of Pennsylvania Massachusetts Institute of Technology Swarthmore College University of Chicago Boston College University of Pennsylvania Princeton University Dartmouth College Williams College Massachusetts Institute of Technology Stanford University Washington and Lee University Claremont McKenna College University of Chicago Princeton University Washington and Lee University Massachusetts Institute of Technology Columbia University University of Pennsylvania Davidson College Boston College Carleton College Harvard University Amherst College Bowdoin College University of Chicago Williams College University of Pennsylvania Haverford College Claremont McKenna College Harvard University Columbia University Middlebury College LEGEND Ivy League Public Non-Ivy Private Liberal Arts evestment - All Rights Reserved 21

22 Top U.S. Schools by Product Strategy population by strategy class U.S. Equity U.S. Fixed Income European & U.K. Equity European & U.K. Fixed Income University of Pennsylvania University of Chicago Harvard University Columbia University New York University Northwestern University Stanford University University of California - Los Angeles University of Virginia University of Illinois - Urbana- Champaign New York University University of Pennsylvania University of Chicago Columbia University Northwestern University Cornell University University of California - Los Angeles University of Minnesota - Twin Cities Boston College Harvard University Harvard University Columbia University New York University University of Chicago University of Pennsylvania University of California - Los Angeles Princeton University Massachusetts Institute of Technology Boston College California Institute of Technology University of Chicago Columbia University Boston College Massachusetts Institute of Technology University of Pennsylvania New York University Boston University University of California - Los Angeles University of Notre Dame Dartmouth College Global, International & EAFE Equity Global, International & EAFE Fixed Income Emerging Markets Equity Emerging Markets Fixed Income University of Chicago University of Pennsylvania Columbia University Harvard University New York University University of California - Los Angeles Cornell University Northwestern University Massachusetts Institute of Technology Stanford University University of Chicago Columbia University New York University University of Pennsylvania University of California - Los Angeles Harvard University Massachusetts Institute of Technology Boston College Cornell University University of California - Berkeley Columbia University University of Pennsylvania Harvard University University of Chicago New York University Massachusetts Institute of Technology University of California - Los Angeles Cornell University Boston College Princeton University Columbia University University of Pennsylvania Harvard University New York University University of Chicago Massachusetts Institute of Technology Boston University Dartmouth College Georgetown University Duke University Hedge Fund Fund of Hedge Funds Asia-Pacific & Sub-Region Equity Asia-Pacific & Sub-Region Fixed Income University of Pennsylvania Harvard University Columbia University New York University University of Chicago Stanford University Massachusetts Institute of Technology University of California - Los Angeles Yale University University of California - Berkeley University of Pennsylvania Harvard University New York University Columbia University Princeton University University of Michigan - Ann Arbor University of Chicago Massachusetts Institute of Technology Yale University College of William & Mary University of Chicago University of Pennsylvania Harvard University Columbia University University of California - Berkeley New York University University of California - Los Angeles Stanford University University of Michigan - Ann Arbor Princeton University Columbia University New York University Massachusetts Institute of Technology Boston College University of Pennsylvania University of California - Los Angeles Boston University Yale University Brown University California Institute of Technology evestment - All Rights Reserved 22

23 Top Schools by Strategy Assets Under Management The following pages show the assets under management for U.S. Large Cap Equity, U.S. Small Cap Equity, U.S. Core Fixed Income, Global Large Cap Equity, and EAFE Large Cap Equity strategies based on the school affiliation of each product s primary portfolio manager. The top twenty-five U.S. schools according to recorded AUM were selected. In contrast to other measures based on the number of people from each school, these tables show the amount of assets for PMs from each school, and therefore their relative influence in the markets. Private schools in the Northeast and prestigious public universities were generally well represented in each of the tables. Despite the smaller number of graduates per year, liberal arts schools Williams College and Amherst College were also winners in this exercise. While a higher number of graduates certainly helped schools cross the AUM threshold, there were some outliers, with few graduates, who held an outsized amount of AUM. We also note that individuals with graduate degrees may be double counted. For instance, a Wharton undergrad-harvard MBA U.S. large cap equity portfolio manager s AUM would be included twice, in both the first and second row of the table on this page. U.S. Large Cap Equity School Mean 3 Return Mean 3 Information Ratio AUM (USD MM) University of Pennsylvania 18.45% $260,835 Harvard University 18.74% $243,140 University of Wisconsin - Madison 17.47% $175,279 Stanford University 17.79% $155,436 University of Illinois - Urbana-Champaign $103,127 University of Chicago 18.13% $90,216 Washington and Lee University 17.87% $81,945 University of Virginia $74,573 University of Michigan - Ann Arbor $67,546 University of Notre Dame 18.16% $64,004 University of California - Los Angeles 17.64% $60,611 Cornell University 19.04% $56,517 Amherst College 20.35% $51,779 Columbia University 18.26% $51,611 Princeton University 17.93% $48,893 University of North Carolina - Chapel Hill 18.06% $46,756 Ohio State University - Columbus 19.66% $38,084 University of California - Berkeley 19.69% $35,361 New York University 16.99% $35,099 Rensselaer Polytechnic Institute 19.17% $31,423 Dartmouth College 17.99% $28,197 Yale University 17.36% $24,751 Boston University 18.68% $23,204 Northwestern University 18.07% $20,808 Boston College $20,304 Notes: 1. School aggregation based on the primary portfolio managers only, 2. Strategy classifications include varied sub-strategies (e.g.: U.S. large cap value and U.S. large cap growth), 3. All data as of June , 4. Information ratios calculated against managers stated preferred benchmark, 5. Certain firms chose not to disclose AUM data and were excluded from totals evestment - All Rights Reserved 23

24 Top Schools by Strategy Assets Under Management U.S. Small Cap Equity School Mean 3 Return Mean 3 Information Ratio AUM (USD MM) Harvard University 19.17% $44,320 Yale University 16.66% $27,063 Columbia University 16.06% $24,343 Stanford University $14,527 Brown University $13,413 New York University 18.18% $10,869 University of Pennsylvania 18.47% $10,180 University of Wisconsin - Madison 16.94% $10,172 Vanderbilt University 22.51% $9,809 Cornell University 20.59% $9,594 Boston College 17.29% $8,909 University of California - Los Angeles 20.65% $8,468 University of Virginia $8,434 Lehigh University 16.63% $7,079 Williams College 22.68% $6,293 University of Chicago 18.65% $6,032 Fordham University 19.01% $5,913 Northwestern University $4,972 University of Illinois - Urbana-Champaign $4,665 University of Florida 15.55% $4,279 University of Notre Dame 18.18% $4,080 Dartmouth College 16.45% $3,626 Princeton University $3,487 Ohio State University - Columbus 18.35% $3,436 University of California - Davis $3,016 U.S. Core Fixed Income School Mean 3 Return Mean 3 Information Ratio AUM (USD MM) New York University 2.25% $65,839 Massachusetts Institute of Technology 2.47% $64,962 Yale University 3.05% $48,856 Princeton University 2.19% $37,089 George Washington University 4.47% $30,100 University of Pennsylvania $17,568 Columbia University 2.63% $14,420 Boston College 2.58% $7,890 University of Iowa 2.68% $7,817 Texas A&M University - College Station 2.07% $7,379 Rice University 2.07% $7,379 Amherst College $6,793 Wake Forest University 3.49% $6,191 Cornell University 2.74% $4,349 Georgetown University 2.41% $3,177 University of Connecticut 2.23% $2,391 Boston University 2.24% $2,330 Pennsylvania State University - University 2.03% $2,133 Stanford University 2.03% $2,133 University of Minnesota - Twin Cities 3.14% $1,927 Duke University 2.87% $1,876 University of California - Berkeley 3.28% $1,610 University of Chicago 2.18% $1,330 Brown University 1.15% N/A $1,329 Dartmouth College 2.57% $438 Notes: 1. School aggregation based on the primary portfolio managers only, 2. Strategy classifications include varied sub-strategies (e.g.: U.S. large cap value and U.S. large cap growth), 3. All data as of June , 4. Information ratios calculated against managers stated preferred benchmark, 5. Certain firms chose not to disclose AUM data and were excluded from totals evestment - All Rights Reserved 24

25 Top Schools by Strategy Assets Under Management Global Large Cap Equity School Mean 3 Return Mean 3 Information Ratio AUM (USD MM) Cornell University $40,753 Harvard University 14.61% $34,320 Columbia University 14.33% $23,240 Princeton University 15.05% $22,631 Massachusetts Institute of Technology 22.48% $20,615 Rensselaer Polytechnic Institute 13.55% N/A $11,314 University of Virginia 19.61% $11,061 Rutgers, the State University of NJ 12.05% $6,899 University of Minnesota - Twin Cities 17.83% $6,661 New York University 17.76% $6,415 University of California - Berkeley 15.06% $5,482 University of California - Davis 13.27% $5,472 University of Pennsylvania 14.68% $4,863 Pennsylvania State University - University 14.56% $4,710 University of Chicago 12.86% $4,604 Stanford University 12.45% $4,216 University of Michigan - Ann Arbor 13.57% $2,600 Clemson University $2,245 Georgetown University 12.43% $2,175 Williams College 15.73% $2,007 Boston College 15.93% $1,825 Colby College 17.75% $1,734 Yale University 14.16% N/A $956 University of Texas - Austin 14.29% $666 Syracuse University 16.08% $449 EAFE Large Cap Equity School Mean 3 Return Mean 3 Information Ratio AUM (USD MM) Cornell University 12.86% $20,650 Harvard University 13.65% $18,157 University of Wisconsin - Madison 14.45% $18,109 Rensselaer Polytechnic Institute 12.77% $17,602 Stanford University 13.63% $17,338 Wellesley College 12.08% $16,278 Boston University 13.16% $8,767 Rutgers, the State University of NJ 11.08% $7,484 University of Chicago 12.41% $7,240 Wake Forest University $4,866 Georgetown University 10.85% $3,746 Washington University in St. Louis 11.27% $3,243 University of Michigan - Ann Arbor 12.71% $2,633 University of Pennsylvania 10.39% $2,359 University of California - Los Angeles 12.59% $1,958 University of California - San Diego 16.04% $1,809 Colby College 11.07% $1,757 Johns Hopkins University 11.07% $1,757 Pennsylvania State University - University 11.22% $1,727 Princeton University 14.31% $1,343 Ohio State University - Columbus 14.03% $985 Boston College $864 Carnegie Mellon University 12.73% $745 Northwestern University 14.81% $575 Massachusetts Institute of Technology 16.47% $515 Notes: 1. School aggregation based on the primary portfolio managers only, 2. Strategy classifications include varied sub-strategies (e.g.: U.S. large cap value and U.S. large cap growth), 3. All data as of June , 4. Information ratios calculated against managers stated preferred benchmark, 5. Certain firms chose not to disclose AUM data and were excluded from totals evestment - All Rights Reserved 25

26 School Overview Summary Figure 1: Bachelor s degree (left) and master s degree in business administration (right) by school type, *distribution of degrees are based solely on the ninety schools specified in the following pages The following section contains asset management employee information arranged by school. Based on data provided to evestment, we look at degrees obtained, graduation dates, firm locations and roles, and investment product representation. Both absolute and scaled rankings are based on the combined list of universities and liberal arts colleges with the figure used to adjust each category presented as the scale factor. School-to-school comparisons may be helpful for those looking to further their education and contemplating asset management as a potential career choice. In this vein, we offer metrics to show each school s network strength across a number of different vectors. Non-Ivy Private, 36. Public, 31.7% Ivy, 24.2% Liberal Arts, 8. Non-Ivy Private, 49.3% Ivy, 31.3% Public, 19.4% Figure 2: Firm locations recorded on evestment for current employees Other North America, 0.6% Canada, 6.9% United States, 61.2% United Kingdom, 13.6% France, 2.3% Middle East, 0.2% Germany, 1.8% Switzerland, 1.8% Other Europe, 2.8% Japan, 1.7% Other Australia, 3. Asia/Pacific, 2.1% Latin America, 0.4% South Africa, 1.7% Other Africa, 0.1% Figure 3: Distribution of highest degree attained *Professionals electing not to provide educational backgrounds were excluded 45% 4 35% 3 25% 2 15% 1 5% 39.6% 34.5% 16.2% Bachelor's MBA Master's (ex. MBA) 4.4% 3.7% MBA + Other Grad. Degree Doctorate (ex. JD/MD) 1.5% JD 0.1% Other evestment - All Rights Reserved 26

27 American University Washington, D.C. (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 1 Morgan Stanley IM & AIP Cedar Ridge Partners LLC Wellesley Investment Advisors, Inc. Dodge & Cox American Century Investments Heitman Real Estate Securities Azzad Asset Management Hilton Capital Management Torray LLC Cedar Ridge Partners LLC Distribution of by Firm Location Portfolio Managers & Analysts Strategists & Economists 0 Risk Management & Due Diligence Investor Relations & Marketing Other/Unspecified 3 US Equity 5 Global Equity 2 US Balanced 2 Emerging Markets Fixed Income 1 Private Real Estate 1 Global Fixed Income 1 Fund of Hedge Funds 1 Europe Equity 1 US Fixed Income 1 Hedge Fund Firms Represented: 20 33% evestment - All Rights Reserved 27

28 Baylor University Waco, Texas (Private) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 1 Other/Unspecified 0 Invesco Hodges Capital Management Orleans Capital Management Corporation American Beacon Advisors, Inc. Franklin Templeton Investments Orleans Capital Management Corporation Hodges Capital Management Tygh Capital Management, Inc. DeRoy & Devereaux American Beacon Advisors, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 83 Strategists & Economists 0 Risk Management & Due Diligence % 24 Investor Relations & Marketing % 61 Other/Unspecified 4 US Equity 10 US Fixed Income 4 Global Equity 4 US Balanced 3 EAFE Equity 2 Emerging Markets Equity 1 Hedge Fund 1 Global Fixed Income Firms Represented: 20 43% evestment - All Rights Reserved 28

29 Boston College Chestnut Hill, Massachusetts (Private) for Firm Size , Bachelor's ,531 8 Master's excluding MBAs ,462 3 Master of Business Admin Doctorate excluding JD, MD Juris Doctor 6 Other/Unspecified 26 State Street Global Advisors Wellington Management Company, LLP MFS Investment Management The Boston Company Asset Management, LLC Standish Mellon Asset Management Company LLC Longfellow Investment Management Co. Boston Trust & Investment Management Company American Capital Management, Inc. PanAgora Asset Management, Inc. Emerson Investment Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts Strategists & Economists % 19 Risk Management & Due Diligence % 6 Investor Relations & Marketing % 6 Other/Unspecified 35 US Equity 98 US Fixed Income 61 Global Equity 38 EAFE Equity 25 International Equity 24 Emerging Markets Equity 22 Hedge Fund 19 Global Fixed Income 19 Global Balanced 14 US Balanced Firms Represented: % evestment - All Rights Reserved 29

30 Boston University Boston, Massachusetts (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 12 Doctor of Medicine 1 Other/Unspecified 22 State Street Global Advisors Wellington Management Company, LLP MFS Investment Management Grantham, Mayo, Van Otterloo & Co. LLC Eaton Vance Management F.L.Putnam Investment Management Company Cadence Capital Management LLC Ironwood Investment Management, LLC Boston Advisors Walden Asset Management Distribution of by Firm Location Portfolio Managers & Analysts % 18 Strategists & Economists Risk Management & Due Diligence 3 1.1% 24 Investor Relations & Marketing % 21 Other/Unspecified 32 US Equity 83 US Fixed Income 44 Global Equity 37 EAFE Equity 31 Emerging Markets Equity 17 Global Fixed Income 13 International Equity 13 Hedge Fund 13 US Balanced 10 Emerging Markets Fixed Income Firms Represented: % evestment - All Rights Reserved 30

31 Brandeis University Waltham, Massachusetts (Private) for Firm Size , Bachelor's Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 3 OFI Global Asset Management Morgan Stanley IM & AIP State Street Global Advisors Indus Capital Partners LLC Wellington Management Company, LLP Quest Management Inc. Osterweis Capital Management AFL-CIO Housing Investment Trust Caravel Management LLC Sentinel Asset Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 61 Strategists & Economists 5 9.6% 46 Risk Management & Due Diligence 1 1.9% 53 Investor Relations & Marketing 1 1.9% 74 Other/Unspecified 5 US Equity 15 Emerging Markets Equity 7 Global Equity 6 US Fixed Income 6 Global Fixed Income 3 Emerging Markets Fixed Income 3 Hedge Fund 3 EAFE Equity 3 International Equity 2 Asia Pacific Equity Firms Represented: 40 44% evestment - All Rights Reserved 31

32 Brigham Young University Provo Provo, Utah (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 13 Accuvest Global Advisors Westwood Global Investments, LLC Wasatch Advisors, Inc. Summit Global Investments, LLC Dodge & Cox Summit Global Investments, LLC Westwood Global Investments, LLC Thomson Horstmann & Bryant, Inc. Atlantic Asset Management, LLC Chautauqua Capital Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 53 Strategists & Economists 6 9.1% 36 Risk Management & Due Diligence 0 Investor Relations & Marketing 4 6.1% 53 Other/Unspecified 6 US Equity 16 Global Equity 13 US Fixed Income 9 Emerging Markets Equity 8 EAFE Equity 5 Hedge Fund 5 International Equity 5 Global Fixed Income 4 Japan Equity 3 Emerging Markets Fixed Income Firms Represented: 54 26% evestment - All Rights Reserved 32

33 Brown University Providence, Rhode Island (Ivy) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin. 0 Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 21 FMR Corp. Legg Mason Inc. Wellington Management Company, LLP MFS Investment Management J.P. Morgan Investment Management Inc. Trevor Stewart Burton & Jacobsen inc D.B. Fitzpatrick & Co., Inc. Nichols Asset Management, LLC Cain Brothers Asset Management Marque Millennium Capital Management Distribution of by Firm Location Portfolio Managers & Analysts % 28 Strategists & Economists % 19 Risk Management & Due Diligence 0 Investor Relations & Marketing Other/Unspecified 14 US Equity 55 US Fixed Income 24 Global Equity 20 Hedge Fund 11 Emerging Markets Equity 10 EAFE Equity 10 Global Fixed Income 8 International Equity 7 Global Balanced 6 US Balanced Firms Represented: % evestment - All Rights Reserved 33

34 California Institute of Technology Pasadena, California (Private) for Firm Size Bachelor's Master's excluding MBAs Master of Business Admin. 0 Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 0 Dimensional Fund Advisors, Inc. PIMCO QS Investors, LLC Allianz Global Investors AXA Investment Managers Quotient Investors, LLC QS Investors, LLC OakBrook Investments, LLC First Quadrant L.P. Algert Global LLC Distribution of by Firm Location Portfolio Managers & Analysts % 81 Strategists & Economists % 24 Risk Management & Due Diligence Investor Relations & Marketing 0 Other/Unspecified 2 US Equity 11 Global Balanced 8 US Fixed Income 7 Global Equity 7 EAFE Equity 7 Emerging Markets Equity 6 Hedge Fund 5 Global Fixed Income 5 EAFE Fixed Income 4 Europe Equity Firms Represented: 25 48% evestment - All Rights Reserved 34

35 Carnegie Mellon University Pittsburgh, Pennsylvania (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 15 Federated Investors, Inc. Morgan Stanley IM & AIP Snow Capital Management, LP Newfound Research LLC Putnam Investments Robinson Capital Management, LLC Kirr, Marbach & Company, LLC TWIN Capital Management, Inc. Amundi Smith Breeden LLC Monarch Partners Asset Management LLC Distribution of by Firm Location Portfolio Managers & Analysts % 29 Strategists & Economists 7 5.1% 32 Risk Management & Due Diligence 1 0.7% 53 Investor Relations & Marketing 6 4.4% 39 Other/Unspecified 4 US Equity 41 US Fixed Income 30 Hedge Fund 12 EAFE Equity 11 Global Fixed Income 9 Global Equity 8 Emerging Markets Equity 7 International Equity 6 Emerging Markets Fixed Income 5 Global Balanced Firms Represented: 85 32% evestment - All Rights Reserved 35

36 Case Western Reserve University Cleveland, Ohio (Private) for Firm Size , Bachelor's Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 2 Other/Unspecified 1 Ancora Advisors LLC Victory Capital Management Inc. Boyd Watterson Asset Management, LLC Winslow Asset Management, Inc. MAI Capital Management, LLC Winslow Asset Management, Inc. Silvant Capital Management LLC Ancora Advisors LLC Agincourt Capital Management LLC Apex Capital Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 61 Strategists & Economists 3 5.8% 56 Risk Management & Due Diligence 1 1.9% 53 Investor Relations & Marketing 1 1.9% 74 Other/Unspecified 7 US Equity 21 US Fixed Income 11 Hedge Fund 3 Global Equity 3 US Balanced 2 International Equity 2 EAFE Equity 1 Emerging Markets Equity 1 Private Real Estate 1 Global Balanced Firms Represented: 42 33% evestment - All Rights Reserved 36

37 Clemson University Clemson, South Carolina (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 2 Greenwood Capital Associates, LLC Cohen & Steers Capital Management, Inc. Advisors Asset Management Generali Investments Europe S.p.A. SGR Reams Asset Management Greenwood Capital Associates, LLC Reams Asset Management Richmond Capital Management Opus Capital Group, LLC ICC Capital Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 89 Strategists & Economists % 60 Risk Management & Due Diligence 1 5.9% 53 Investor Relations & Marketing 1 5.9% 74 Other/Unspecified 1 US Equity 9 US Fixed Income 6 International Equity 2 Hedge Fund 2 Global Fixed Income 1 Europe Fixed Income 1 Infrastructure 1 EAFE Equity 1 Emerging Markets Equity 1 Global Equity Firms Represented: 15 19% evestment - All Rights Reserved 37

38 College of William and Mary Williamsburg, Virginia (Public) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 1 Other/Unspecified 6 Guggenheim Investments AJO Investment Management of Virginia, LLC Aegis Financial Corporation T. Rowe Price Group, Inc. RiverFront Investment Group, LLC Donald Smith & Co., Inc. Equity Investment Corporation Alpha Omega Wealth Management, LLC Investment Management of Virginia, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 51 Strategists & Economists 5 6.9% 46 Risk Management & Due Diligence 1 1.4% 53 Investor Relations & Marketing 4 5.6% 53 Other/Unspecified 6 US Equity 27 US Fixed Income 11 Fund of Hedge Funds 6 Hedge Fund 5 EAFE Equity 3 Global Equity 2 US Balanced 2 Commodities 1 Asia Pacific Equity 1 Global Fixed Income Firms Represented: 61 24% evestment - All Rights Reserved 38

39 Columbia University New York, New York (Ivy) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin ,270 6 Doctorate excluding JD, MD ,329 8 Juris Doctor 15 Other/Unspecified 63 Lord, Abbett & Co. LLC Lazard Asset Management LLC Baron Capital Morgan Stanley IM & AIP Franklin Templeton Investments Pzena Investment Management, LLC Sound Shore Management, Inc. Teton Advisors, Inc. Quotient Investors, LLC Douglas C. Lane & Associates Distribution of by Firm Location Portfolio Managers & Analysts % 2 Strategists & Economists % 2 Risk Management & Due Diligence % 4 Investor Relations & Marketing % 3 Other/Unspecified 49 US Equity 244 Global Equity 116 US Fixed Income 88 EAFE Equity 70 International Equity 64 Emerging Markets Equity 62 Hedge Fund 49 Global Fixed Income 39 Emerging Markets Fixed Income 32 US Balanced Firms Represented: % evestment - All Rights Reserved 39

40 Cornell University Ithaca, New York (Ivy) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 2 Doctor of Medicine 2 Other/Unspecified 31 Lord, Abbett & Co. LLC Federated Investors, Inc. State Street Global Advisors MFS Investment Management Lazard Asset Management LLC The Colony Group, LLC White Pine Capital, LLC O'Shaughnessy Asset Management, LLC Pzena Investment Management, LLC Boston Harbor Investment Management Distribution of by Firm Location Portfolio Managers & Analysts % 8 Strategists & Economists % 10 Risk Management & Due Diligence 2 0.6% 35 Investor Relations & Marketing % 13 Other/Unspecified 24 US Equity 96 US Fixed Income 65 Global Equity 46 EAFE Equity 29 International Equity 29 Emerging Markets Equity 25 Hedge Fund 19 Global Fixed Income 15 US Balanced 11 Canada Equity Firms Represented: % evestment - All Rights Reserved 40

41 Dartmouth College Hanover, New Hampshire (Ivy) for Firm Size ,777 3 Bachelor's ,093 6 Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 27 Wellington Management Company, LLP FMR Corp. Janus Capital Management LLC Grantham, Mayo, Van Otterloo & Co. LLC Jennison Associates LLC OMT Capital Management, LLC Thornburg Investment Management, Inc. Frontier Capital Management Company, LLC Disciplined Growth Investors, Inc. Donald Smith & Co., Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 15 Strategists & Economists % 21 Risk Management & Due Diligence 2 0.8% 35 Investor Relations & Marketing Other/Unspecified 22 US Equity 95 US Fixed Income 33 Global Equity 28 Hedge Fund 17 EAFE Equity 12 Global Fixed Income 11 International Equity 9 Emerging Markets Equity 9 Emerging Markets Fixed Income 8 Global Balanced Firms Represented: % evestment - All Rights Reserved 41

42 Duke University Durham, North Carolina (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 10 Other/Unspecified 16 BlackRock Morgan Stanley IM & AIP Wells Capital Management Incorporated Legg Mason Inc. Janus Capital Management LLC Pacific View Asset Management, LLC Princeton Capital Management Sheets Smith Wealth Management AlphaSimplex Group, LLC CBRE Clarion Securities, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 17 Strategists & Economists % 16 Risk Management & Due Diligence 3 1.1% 24 Investor Relations & Marketing % 16 Other/Unspecified 22 US Equity 97 US Fixed Income 40 Global Equity 38 International Equity 18 Emerging Markets Equity 15 Hedge Fund 15 EAFE Equity 14 US Balanced 12 Emerging Markets Fixed Income 9 Global Fixed Income Firms Represented: % evestment - All Rights Reserved 42

43 Emory University Atlanta, Georgia (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 2 Doctor of Medicine 1 Other/Unspecified 5 EARNEST Partners, LLC ClearBridge Investments, LLC Montag & Caldwell, LLC Guggenheim Investments Ancora Advisors LLC Montag & Caldwell, LLC HighVista Strategies LLC EARNEST Partners, LLC Trigran Investments, Inc. Oak Associates, ltd. Distribution of by Firm Location Portfolio Managers & Analysts % 37 Strategists & Economists 3 3.1% 56 Risk Management & Due Diligence Investor Relations & Marketing Other/Unspecified 8 US Equity 44 US Fixed Income 19 US Balanced 13 International Equity 9 Emerging Markets Equity 8 Global Equity 7 EAFE Equity 6 Global Fixed Income 4 Global Balanced 4 Hedge Fund Firms Represented: 83 25% evestment - All Rights Reserved 43

44 Fordham University New York, New York (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 9 Other/Unspecified 12 TIAA-CREF Asset Management, LLC Klingenstein, Fields & Co. Federated Investors, Inc. Lazard Asset Management LLC MacKay Shields LLC Klingenstein, Fields & Co. SeaCrest Investment Management LLC Spectrum Asset Management Inc. Hillswick Asset Management, LLC Ryan Labs, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 26 Strategists & Economists 9 5.4% 24 Risk Management & Due Diligence 7 4.2% 8 Investor Relations & Marketing 9 5.4% 28 Other/Unspecified 18 US Fixed Income 35 US Equity 33 Global Fixed Income 14 Global Equity 11 EAFE Equity 9 Hedge Fund 8 Global Balanced 8 International Equity 6 Emerging Markets Equity 5 Emerging Markets Fixed Income Firms Represented: % evestment - All Rights Reserved 44

45 George Washington University Washington, D.C. (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 4 Other/Unspecified 9 Lord, Abbett & Co. LLC ProShare Advisors LLC Carret Asset Management LLC Morgan Stanley IM & AIP PNC Capital Advisors, LLC ProShare Advisors LLC Lynx Investment Advisory, LLC TAMRO Capital Partners LLC Silvant Capital Management LLC TWIN Capital Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 45 Strategists & Economists 5 5.1% 46 Risk Management & Due Diligence 0 Investor Relations & Marketing 9 9.2% 28 Other/Unspecified 14 US Equity 24 US Fixed Income 19 Global Equity 8 Global Fixed Income 7 Hedge Fund 6 International Equity 5 Emerging Markets Equity 4 US Balanced 3 Fund of Hedge Funds 2 EAFE Equity Firms Represented: 80 28% evestment - All Rights Reserved 45

46 Georgetown University Washington, D.C. (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 14 Other/Unspecified 28 Wellington Management Company, LLP OFI Global Asset Management Guggenheim Investments Ancora Advisors LLC Fred Alger Management, Inc. Private Capital Management Fulcrum Asset Management Trigran Investments, Inc. Estabrook Capital Management LLC Montgomery Investment Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 22 Strategists & Economists Risk Management & Due Diligence 2 0.9% 35 Investor Relations & Marketing % 16 Other/Unspecified 21 US Equity 71 US Fixed Income 27 Global Equity 24 Hedge Fund 18 US Balanced 14 EAFE Equity 14 Global Fixed Income 10 Emerging Markets Fixed Income 10 Emerging Markets Equity 9 International Equity Firms Represented: % evestment - All Rights Reserved 46

47 Georgia Institute of Technology Atlanta, Georgia (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 7 Voya Investment Management Co. LLC ClariVest Asset Management LLC Wells Capital Management Incorporated Cornerstone Investment Partners LLC Albion Financial Group ClariVest Asset Management LLC Insight Capital Research & Management, Inc. Buckhead Capital Management, LLC Equity Investment Corporation Real Estate Management Services Group, LLC Distribution of by Firm Location Portfolio Managers & Analysts Strategists & Economists % 36 Risk Management & Due Diligence 2 3.4% 35 Investor Relations & Marketing 5 8.6% 45 Other/Unspecified 5 US Equity 29 US Fixed Income 7 EAFE Equity 6 Emerging Markets Equity 6 Global Equity 6 Global Fixed Income 5 Canada Equity 3 Emerging Markets Fixed Income 2 International Equity 2 Europe Fixed Income Firms Represented: 46 29% evestment - All Rights Reserved 47

48 Harvard University Cambridge, Massachusetts (Ivy) for Firm Size ,243 6 Bachelor's ,774 5 Master's excluding MBAs , Master of Business Admin , Doctorate excluding JD, MD ,474 7 Juris Doctor 38 Doctor of Medicine 2 Other/Unspecified 86 PIMCO Wellington Management Company, LLP Dodge & Cox Grantham, Mayo, Van Otterloo & Co. LLC Kohlberg Kravis Roberts & Co. HighVista Strategies LLC AXA Investment Managers Tremblant Capital Group Pzena Investment Management, LLC Grantham, Mayo, Van Otterloo & Co. LLC Distribution of by Firm Location Portfolio Managers & Analysts % 3 Strategists & Economists % 1 Risk Management & Due Diligence % 1 Investor Relations & Marketing % 2 Other/Unspecified 91 US Equity 260 Global Equity 119 US Fixed Income 62 EAFE Equity 60 Hedge Fund 58 Emerging Markets Equity 49 International Equity 47 US Balanced 33 Global Balanced 24 Emerging Markets Fixed Income Firms Represented: % evestment - All Rights Reserved 48

49 Johns Hopkins University Baltimore, Maryland (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Doctor of Medicine 1 Other/Unspecified Investment Counsel T. Rowe Price Group, Inc. Federated Investors, Inc. OFI Global Asset Management J.P. Morgan Investment Management Inc. Granite Point Capital Weatherbie Capital, LLC Heitman Real Estate Securities Winslow Asset Management, Inc. Investment Counselors of Maryland, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 40 Strategists & Economists 6 5.6% 36 Risk Management & Due Diligence 2 1.9% 35 Investor Relations & Marketing 5 4.7% 45 Other/Unspecified 13 US Equity 37 Global Equity 17 US Fixed Income 13 Emerging Markets Equity 10 International Equity 10 EAFE Equity 8 Hedge Fund 5 Global Fixed Income 4 Emerging Markets Fixed Income 4 Europe Equity Firms Represented: 86 25% evestment - All Rights Reserved 49

50 Lehigh University Bethlehem, Pennsylvania (Private) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 10 Douglas C. Lane & Associates The Boston Company Asset Management, LLC Breithorn Capital Management LLC OFI Global Asset Management PIMCO Douglas C. Lane & Associates Breithorn Capital Management LLC Clark Capital Management Group, Inc. McClain Value Management, LLC Institutional Advisors LLC Distribution of by Firm Location Portfolio Managers & Analysts % 42 Strategists & Economists 9 7.8% 24 Risk Management & Due Diligence 3 2.6% 24 Investor Relations & Marketing 9 7.8% 28 Other/Unspecified 16 US Equity 41 US Fixed Income 20 Global Equity 9 Global Fixed Income 7 US Balanced 7 Hedge Fund 7 EAFE Equity 5 Global Balanced 2 Fund of Hedge Funds 2 Emerging Markets Equity Firms Represented: 94 38% evestment - All Rights Reserved 50

51 Massachusetts Institute of Technology Cambridge, Massachusetts (Private) for Firm Size , Bachelor's , Master's excluding MBAs ,536 2 Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 23 Wellington Management Company, LLP PIMCO Putnam Investments The Boston Company Asset Management, LLC MFS Investment Management Montgomery Investment Management, Inc. Redwood Investments, LLC Merganser Capital Management, LLC HighVista Strategies LLC F-Squared Investments Inc Distribution of by Firm Location Portfolio Managers & Analysts % 13 Strategists & Economists % 7 Risk Management & Due Diligence 5 1.6% 13 Investor Relations & Marketing 7 2.3% 37 Other/Unspecified 23 US Equity 82 Global Equity 48 US Fixed Income 40 Hedge Fund 31 Emerging Markets Equity 27 International Equity 26 EAFE Equity 25 Global Fixed Income 16 Global Balanced 12 Emerging Markets Fixed Income Firms Represented: % evestment - All Rights Reserved 51

52 New York University New York, New York (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 13 Doctor of Medicine 1 Other/Unspecified 53 Lord, Abbett & Co. LLC J.P. Morgan Investment Management Inc. Lazard Asset Management LLC TIAA-CREF Asset Management, LLC Brown Brothers Harriman & Co. Johnston Asset Management Corp Barrett Asset Management, LLC Tradition Capital Management, LLC Atalanta Sosnoff Capital, LLC Piscataqua Capital Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 5 Strategists & Economists % 5 Risk Management & Due Diligence Investor Relations & Marketing % 6 Other/Unspecified 84 US Equity 223 US Fixed Income 132 Global Equity 82 International Equity 41 Hedge Fund 41 EAFE Equity 40 Global Fixed Income 36 Emerging Markets Equity 35 US Balanced 28 Emerging Markets Fixed Income Firms Represented: % evestment - All Rights Reserved 52

53 Northeastern University Boston, Massachusetts (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 1 Other/Unspecified 12 State Street Global Advisors MFS Investment Management Manulife Asset Management Grantham, Mayo, Van Otterloo & Co. LLC Standish Mellon Asset Management Company LLC Sio Capital Management, LLC Nichols Asset Management, LLC Paradigm Asset Management Co. LLC Hillcrest Asset Management, LLC Madison Square Investors LLC Distribution of by Firm Location Portfolio Managers & Analysts % 38 Strategists & Economists 6 5.1% 36 Risk Management & Due Diligence 2 1.7% 35 Investor Relations & Marketing 6 5.1% 39 Other/Unspecified 19 US Equity 38 US Fixed Income 24 EAFE Equity 13 Global Equity 9 Global Fixed Income 8 Global Balanced 8 US Balanced 6 Emerging Markets Equity 5 Hedge Fund 5 International Equity Firms Represented: 86 55% evestment - All Rights Reserved 53

54 Northwestern University Evanston, Illinois (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin , Doctorate excluding JD, MD Juris Doctor 14 Other/Unspecified 28 Northern Trust Advisory Research, Inc. William Blair & Company, LLC PIMCO Segall Bryant & Hamill, LLC Attucks Asset Management Cartica Management, LLC Gries Financial LLC Strategic Global Advisors, LLC Advisory Research, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 7 Strategists & Economists % 10 Risk Management & Due Diligence 7 1.8% 8 Investor Relations & Marketing % 5 Other/Unspecified 35 US Equity 147 US Fixed Income 64 Global Equity 55 International Equity 28 EAFE Equity 26 Emerging Markets Equity 19 US Balanced 17 Hedge Fund 16 Global Fixed Income 14 Global Balanced Firms Represented: % evestment - All Rights Reserved 54

55 Ohio State University Columbus Columbus, Ohio (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 3 Other/Unspecified 7 Diamond Hill Capital Management, Inc. Victory Capital Management Inc. Federated Investors, Inc. Ancora Advisors LLC ICON Advisers, Inc. Diamond Hill Capital Management, Inc. Penn Square Real Estate Group ICON Advisers, Inc. Charles Schwab Bank Matterhorn Capital Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 42 Strategists & Economists 6 5.4% 36 Risk Management & Due Diligence 5 4.5% 13 Investor Relations & Marketing 6 5.4% 39 Other/Unspecified 16 US Equity 49 US Fixed Income 15 Global Equity 9 US Balanced 7 Emerging Markets Equity 6 Hedge Fund 4 Global Balanced 4 EAFE Equity 4 International Equity 3 Global Fixed Income Firms Represented: 74 36% evestment - All Rights Reserved 55

56 Pennsylvania State University University Park University Park, Pennsylvania (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 1 Other/Unspecified 12 Federated Investors, Inc. Chartwell Investment Partners Emerald Advisers, Inc. Morgan Stanley IM & AIP Wells Capital Management Incorporated Emerald Advisers, Inc. Stratton Management Company Conestoga Capital Advisors LLC RE Advisers Corporation Institutional Advisors LLC Distribution of by Firm Location Portfolio Managers & Analysts % 30 Strategists & Economists 9 5.5% 24 Risk Management & Due Diligence Investor Relations & Marketing % 14 Other/Unspecified 25 US Equity 52 US Fixed Income 30 Hedge Fund 11 EAFE Equity 9 Global Equity 9 International Equity 8 Emerging Markets Fixed Income 3 Global Fixed Income 3 US Balanced 2 Asia Pacific Equity Firms Represented: % evestment - All Rights Reserved 56

57 Pepperdine University Malibu, California (Private) for Firm Size , Bachelor's Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 2 Other/Unspecified 2 Aristotle Capital Management, LLC Guggenheim Investments HighMark Capital Management, Inc. Aristotle Credit Partners, LLC Stonebridge Capital Management, Inc. MindShare Capital Management, LLC RBO & Co., LLC Hahn Capital Management, LLC Aristotle Credit Partners, LLC Frontegra Asset Management LLC Distribution of by Firm Location Portfolio Managers & Analysts % 78 Strategists & Economists 1 2.6% 73 Risk Management & Due Diligence 3 7.7% 24 Investor Relations & Marketing % 53 Other/Unspecified 9 US Equity 8 US Fixed Income 6 Emerging Markets Equity 2 Hedge Fund 2 US Balanced 2 Fund of Hedge Funds 2 International Equity 1 Commodities 1 Global Equity 1 EAFE Equity Firms Represented: 35 58% evestment - All Rights Reserved 57

58 Princeton University Princeton, New Jersey (Ivy) for Firm Size ,079 5 Bachelor's ,248 3 Master's excluding MBAs Master of Business Admin. 0 Doctorate excluding JD, MD Juris Doctor 1 Other/Unspecified 18 Wellington Management Company, LLP INTECH Investment Management LLC BlackRock Federated Investors, Inc. First Eagle Investment Management, LLC INTECH Investment Management LLC Winslow Asset Management, Inc. Summit Global Management, Inc. Jamison, Eaton & Wood Inc. Davis-Rea Ltd. Distribution of by Firm Location Portfolio Managers & Analysts % 19 Strategists & Economists % 12 Risk Management & Due Diligence 7 2.7% 8 Investor Relations & Marketing 8 3.1% 33 Other/Unspecified 23 US Equity 91 Global Equity 37 US Fixed Income 24 EAFE Equity 20 Emerging Markets Equity 20 Hedge Fund 20 International Equity 19 Fund of Hedge Funds 10 Global Fixed Income 9 Global Balanced Firms Represented: % evestment - All Rights Reserved 58

59 Purdue University West Lafayette West Lafayette, Indiana (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 4 GLOBALT UBS Global Asset Management Artio Global Management LLC The Boston Company Asset Management, LLC Osborn Rohs Williams & Donohoe LLC Callan Associates Inc. GLOBALT Singular Asset Management Sdn Bhd Transparent Value Advisors, LLC HAGIN Capital, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 72 Strategists & Economists 2 4.8% 60 Risk Management & Due Diligence 0 Investor Relations & Marketing 3 7.1% 61 Other/Unspecified 5 US Equity 14 US Fixed Income 8 Global Equity 7 EAFE Equity 4 Global Fixed Income 3 Emerging Markets Equity 3 Japan Equity 2 Hedge Fund 2 Asia Pacific Equity 2 Emerging Markets Fixed Income Firms Represented: 40 19% evestment - All Rights Reserved 59

60 Rensselaer Polytechnic Institute Troy, New York (Private) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 6 The Boston Company Asset Management, LLC State Street Global Advisors James Capital Alliance, Inc. Federated Investors, Inc. Westport Asset Management, Inc. James Capital Alliance, Inc. Lattice Strategies The Boston Company Asset Management, LLC OPUS INVESTMENT MANAGEMENT, INC HGK Asset Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 66 Strategists & Economists 2 4.3% 60 Risk Management & Due Diligence 0 Investor Relations & Marketing 2 4.3% 67 Other/Unspecified 4 US Fixed Income 11 US Equity 10 Global Equity 4 Hedge Fund 2 Emerging Markets Equity 2 International Equity 2 Global Fixed Income 2 EAFE Equity 2 US Balanced 2 Japan Equity Firms Represented: 38 25% evestment - All Rights Reserved 60

61 Rice University Houston, Texas (Private) for Firm Size , Bachelor's Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 8 Eagle Global Advisors, LLC Salient Partners, L.P. Vaughan Nelson Investment Management, L.P. Frost Investment Advisors, LLC Kohlberg Kravis Roberts & Co. Vaughan Nelson Investment Management, L.P. Eagle Global Advisors, LLC Private Capital Management Reams Asset Management Verity Asset Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 53 Strategists & Economists 1 1.7% 73 Risk Management & Due Diligence Investor Relations & Marketing 1 1.7% 74 Other/Unspecified 7 US Equity 29 US Fixed Income 8 Global Equity 6 EAFE Equity 5 Hedge Fund 4 Emerging Markets Equity 4 International Equity 4 Global Balanced 2 Fund of Hedge Funds 2 Global Fixed Income Firms Represented: 49 49% evestment - All Rights Reserved 61

62 Rutgers, State University of New Jersey Piscataway, New Jersey (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 1 Other/Unspecified 13 Lord, Abbett & Co. LLC Prudential Fixed Income Seix Investment Advisors LLC BlackRock New York Life Investment Management LLC Integre Asset Management Pier Capital, LLC PENN Capital Management Company, Inc. Braver Capital Management Quantitative Management Associates LLC Distribution of by Firm Location Portfolio Managers & Analysts % 31 Strategists & Economists 6 4.2% 36 Risk Management & Due Diligence 3 2.1% 24 Investor Relations & Marketing 8 5.6% 33 Other/Unspecified 24 US Equity 45 US Fixed Income 30 Global Equity 13 Hedge Fund 9 International Equity 9 EAFE Equity 9 Emerging Markets Equity 7 Global Balanced 4 Global Fixed Income 4 Commodities Firms Represented: % evestment - All Rights Reserved 62

63 Southern Methodist University Dallas, Texas (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 6 Other/Unspecified 12 Cushing Asset Management, L. P. Invesco Barrow, Hanley, Mewhinney & Strauss, LLC Schroder Investment Management L&B Realty Advisors, LLP L&B Realty Advisors, LLP Cushing Asset Management, L. P. Green Square Capital Brookmont Capital Management Covenant Capital Group, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 48 Strategists & Economists 5 4.5% 46 Risk Management & Due Diligence 3 2.7% 24 Investor Relations & Marketing % 14 Other/Unspecified 18 US Equity 37 US Fixed Income 16 Global Equity 11 US Balanced 10 Hedge Fund 8 EAFE Equity 5 Emerging Markets Equity 4 Private Real Estate 4 International Equity 4 Global Balanced Firms Represented: 80 39% evestment - All Rights Reserved 63

64 Stanford University Stanford, California (Private) for Firm Size , Bachelor's , Master's excluding MBAs ,234 7 Master of Business Admin Doctorate excluding JD, MD ,011 5 Juris Doctor 14 Doctor of Medicine 2 Other/Unspecified 38 Dodge & Cox PIMCO Kohlberg Kravis Roberts & Co. Franklin Templeton Investments T. Rowe Price Group, Inc. Atlas Capital Advisors, LLC Snyder Capital Management, L.P. Hall Capital Partners LLC HighVista Strategies LLC DoubleLine Distribution of by Firm Location Portfolio Managers & Analysts % 6 Strategists & Economists % 6 Risk Management & Due Diligence 4 0.9% 19 Investor Relations & Marketing % 8 Other/Unspecified 48 US Equity 135 US Fixed Income 50 Global Equity 50 Hedge Fund 33 EAFE Equity 24 International Equity 23 US Balanced 23 Global Fixed Income 16 Emerging Markets Equity 14 Global Balanced Firms Represented: % evestment - All Rights Reserved 64

65 Syracuse University Syracuse, New York (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 8 Thornburg Investment Management, Inc. The Boston Company Asset Management, LLC CBRE Clarion Securities, LLC OFI Global Asset Management Seix Investment Advisors LLC Thornburg Investment Management, Inc. Jamison, Eaton & Wood Inc. CBRE Clarion Securities, LLC HAGIN Capital, LLC ProShare Advisors LLC Distribution of by Firm Location Portfolio Managers & Analysts % 61 Strategists & Economists 2 3.4% 60 Risk Management & Due Diligence 4 6.8% 19 Investor Relations & Marketing 3 5.1% 61 Other/Unspecified 10 US Equity 14 US Fixed Income 12 Global Equity 7 Hedge Fund 5 EAFE Equity 5 Global Fixed Income 4 Emerging Markets Fixed Income 2 Emerging Markets Equity 2 US Balanced 2 International Equity Firms Represented: 52 39% evestment - All Rights Reserved 65

66 Texas A&M University College Station College Station, Texas (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 3 Invesco Frost Investment Advisors, LLC South Texas Money Management American Beacon Advisors, Inc. Chilton Capital Management LLC South Texas Money Management Stephens Investment Management Group Century Management Mercator Asset Management, L.P. Copper Rock Capital Partners, LLC. Distribution of by Firm Location Portfolio Managers & Analysts % 58 Strategists & Economists 0 Risk Management & Due Diligence 2 3.5% 35 Investor Relations & Marketing % 37 Other/Unspecified 4 US Equity 19 US Fixed Income 5 Hedge Fund 4 Global Equity 3 US Balanced 2 EAFE Equity 2 Emerging Markets Equity 2 Commodities 1 Private Real Estate Firms Represented: 44 56% evestment - All Rights Reserved 66

67 Tufts University Medford, Massachusetts (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin. 0 Doctorate excluding JD, MD Juris Doctor 0 Doctor of Medicine 2 Other/Unspecified 13 Charles River Realty Investors, LLC MFS Investment Management State Street Global Advisors Pioneer Global Asset Management PanAgora Asset Management, Inc. Charles River Realty Investors, LLC Rhumbline Advisers Corp Trillium Asset Management LLC Turner Investments, L.P. Baker Avenue Asset Management, LP Distribution of by Firm Location Portfolio Managers & Analysts % 34 Strategists & Economists 1 0.9% 73 Risk Management & Due Diligence 2 1.8% 35 Investor Relations & Marketing 4 3.5% 53 Other/Unspecified 15 US Equity 41 Global Equity 19 US Fixed Income 16 EAFE Equity 10 Emerging Markets Equity 9 International Equity 7 Hedge Fund 7 US Balanced 4 Fund of Hedge Funds 4 Global Balanced Firms Represented: 91 41% evestment - All Rights Reserved 67

68 Tulane University New Orleans, Louisiana (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 6 Capital One Asset Management, LLC Grantham, Mayo, Van Otterloo & Co. LLC Orleans Capital Management Corporation Invesco Mesirow Financial Investment Mangement, Inc. Matterhorn Capital Management, LLC Orleans Capital Management Corporation The Roosevelt Investment Group, Inc. Hillswick Asset Management, LLC Stephens Investment Management Group Distribution of by Firm Location Portfolio Managers & Analysts % 52 Strategists & Economists 4 5.6% 52 Risk Management & Due Diligence 2 2.8% 35 Investor Relations & Marketing 5 6.9% 45 Other/Unspecified 10 US Equity 26 US Fixed Income 11 Global Equity 8 Hedge Fund 5 EAFE Equity 5 Global Fixed Income 5 International Equity 3 Emerging Markets Equity 3 Emerging Markets Fixed Income 3 EAFE Fixed Income Firms Represented: 65 25% evestment - All Rights Reserved 68

69 University of California Berkeley Berkeley, California (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 4 Other/Unspecified 35 BlackRock PIMCO Wells Capital Management Incorporated American Century Investments Symphony Asset Management LLC Quotient Investors, LLC Piscataqua Capital Management, LLC RBO & Co., LLC Symphony Asset Management LLC Mellon Capital Management Corporation Distribution of by Firm Location Portfolio Managers & Analysts % 11 Strategists & Economists % 12 Risk Management & Due Diligence 5 1.5% 13 Investor Relations & Marketing Other/Unspecified 29 US Equity 98 US Fixed Income 57 Global Equity 36 EAFE Equity 24 Emerging Markets Equity 20 Hedge Fund 19 Global Fixed Income 17 International Equity 14 Asia Pacific Equity 11 US Balanced Firms Represented: evestment - All Rights Reserved 69

70 University of California Davis Davis, California (Public) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 0 Other/Unspecified 7 Franklin Templeton Investments Wells Capital Management Incorporated Algert Global LLC Saratoga Research & Investment Management TIAA-CREF Asset Management, LLC Algert Global LLC AXA Investment Managers SKBA Capital Management, LLC Callan Associates Inc. Quantum Capital Management Distribution of by Firm Location Portfolio Managers & Analysts % 57 Strategists & Economists 1 1.8% 73 Risk Management & Due Diligence 1 1.8% 53 Investor Relations & Marketing 3 5.5% 61 Other/Unspecified 5 US Equity 17 US Fixed Income 13 Hedge Fund 6 EAFE Equity 5 Global Equity 5 International Equity 4 Emerging Markets Equity 3 Global Fixed Income 2 Global Balanced 2 Asia Pacific Equity Firms Represented: 43 64% evestment - All Rights Reserved 70

71 University of California Irvine Irvine, California (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 11 PIMCO Wells Capital Management Incorporated Western Asset Management Company Analytic Investors, LLC Franklin Templeton Investments Anfield Capital Management, LLC DoubleLine Analytic Investors, LLC Hollencrest Capital Management Progress Investment Management Company Distribution of by Firm Location Portfolio Managers & Analysts % 69 Strategists & Economists 3 5.3% 56 Risk Management & Due Diligence 1 1.8% 53 Investor Relations & Marketing % 21 Other/Unspecified 6 US Equity 14 Global Equity 10 Emerging Markets Equity 9 EAFE Equity 8 US Fixed Income 8 Hedge Fund 3 Global Fixed Income 3 International Equity 2 Canada Equity 1 US Balanced Firms Represented: 42 75% evestment - All Rights Reserved 71

72 University of California Los Angeles Los Angeles, California (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 14 Other/Unspecified 26 PIMCO Dimensional Fund Advisors, Inc. Research Affiliates, LLC The TCW Group, Inc. Wells Capital Management Incorporated del Rey Global Investors, LLC Santa Barbara Asset Management Pacific Income Advisers, Inc. Atlantic Asset Management, L.L.C. SSI Investment Management Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 9 Strategists & Economists % 8 Risk Management & Due Diligence 5 1.4% 13 Investor Relations & Marketing % 11 Other/Unspecified 23 US Equity 122 US Fixed Income 68 Global Equity 50 EAFE Equity 37 Global Fixed Income 28 International Equity 27 Emerging Markets Equity 25 US Balanced 24 Hedge Fund 23 Asia Pacific Equity Firms Represented: % evestment - All Rights Reserved 72

73 University of California San Diego La Jolla, California (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 5 Brandes Investment Partners, L.P. PIMCO BlackRock Putnam Investments Denali Advisors, LLC Denali Advisors, LLC ClariVest Asset Management LLC Sunrise Capital Partners, LLC del Rey Global Investors, LLC Pacific Global Investment Management Company Distribution of by Firm Location Portfolio Managers & Analysts % 58 Strategists & Economists 6 9.5% 36 Risk Management & Due Diligence 2 3.2% 35 Investor Relations & Marketing 2 3.2% 67 Other/Unspecified 9 US Equity 20 Global Equity 11 Emerging Markets Equity 10 US Fixed Income 8 International Equity 8 EAFE Equity 7 Hedge Fund 5 Canada Equity 3 Fund of Hedge Funds 3 Emerging Markets Fixed Income Firms Represented: 49 75% evestment - All Rights Reserved 73

74 University of California Santa Barbara Santa Barbara, California (Public) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin. 0 Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 5 Pacific Income Advisers, Inc. PIMCO Franklin Templeton Investments Pareto Forvaltning AS HighMark Capital Management, Inc. Churchill Management Group Pacific Income Advisers, Inc. Quotient Investors, LLC Falcon Point Capital LLC Pacific Ridge Capital Partners, LLC Distribution of by Firm Location Portfolio Managers & Analysts Strategists & Economists 2 2.8% 60 Risk Management & Due Diligence 2 2.8% 35 Investor Relations & Marketing % 28 Other/Unspecified 14 US Equity 26 US Fixed Income 10 Hedge Fund 5 Global Equity 5 EAFE Equity 4 Emerging Markets Equity 3 US Balanced 3 Private Real Estate 3 International Equity 2 Global Fixed Income Firms Represented: 64 64% evestment - All Rights Reserved 74

75 University of Chicago Chicago, Illinois (Private) for Firm Size ,663 2 Bachelor's , Master's excluding MBAs , Master of Business Admin ,181 2 Doctorate excluding JD, MD Juris Doctor 8 Other/Unspecified 34 PIMCO Wellington Management Company, LLP Northern Trust Columbia Wanger Asset Management, LP Dimensional Fund Advisors, Inc. Advisory Research, Inc. Columbia Wanger Asset Management, LP Kabouter Management LLC Stux Capital Management LLC Institutional Capital LLC Distribution of by Firm Location Portfolio Managers & Analysts % 4 Strategists & Economists % 3 Risk Management & Due Diligence Investor Relations & Marketing % 4 Other/Unspecified 52 US Equity 282 Global Equity 122 US Fixed Income 121 EAFE Equity 82 International Equity 56 Emerging Markets Equity 48 Global Fixed Income 45 Hedge Fund 41 US Balanced 22 Global Balanced Firms Represented: % evestment - All Rights Reserved 75

76 University of Connecticut Storrs, Connecticut (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 4 Other/Unspecified 10 Manulife Asset Management Newfleet Asset Management LLC Columbus Circle Investors Hartford Investment Management Company Harbor Funds Legato Capital Management, LLC Boston Harbor Investment Management Hillswick Asset Management, LLC OPUS INVESTMENT MANAGEMENT, INC Hartford Investment Management Company Distribution of by Firm Location Portfolio Managers & Analysts % 47 Strategists & Economists 1 1.1% 73 Risk Management & Due Diligence 8 8.5% 7 Investor Relations & Marketing 4 4.3% 53 Other/Unspecified 12 US Fixed Income 27 US Equity 25 Global Fixed Income 6 Emerging Markets Equity 3 Hedge Fund 2 Emerging Markets Fixed Income 2 EAFE Fixed Income 2 International Equity 2 Global Equity 2 EAFE Equity Firms Represented: 77 28% evestment - All Rights Reserved 76

77 University of Florida Gainesville, Florida (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 1 Other/Unspecified 10 Community Capital Management, Inc. Eagle Asset Management, Inc. Lord, Abbett & Co. LLC River Road Asset Management, LLC Invesco Mercator Asset Management, L.P. Community Capital Management, Inc. Asset Preservation Advisors, Inc Matarin Capital Management, LLC Ceredex Value Advisors LLC Distribution of by Firm Location Portfolio Managers & Analysts % 50 Strategists & Economists 2 2.7% 60 Risk Management & Due Diligence 1 1.4% 53 Investor Relations & Marketing 5 6.8% 45 Other/Unspecified 3 US Equity 27 Global Equity 11 US Fixed Income 11 EAFE Equity 5 Emerging Markets Equity 5 US Balanced 4 International Equity 4 Global Fixed Income 3 Hedge Fund 3 Global Balanced Firms Represented: 60 27% evestment - All Rights Reserved 77

78 University of Georgia Athens, Georgia (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 2 Other/Unspecified 11 Voya Investment Management Co. LLC Rock & Water Capital Partners Shapiro Capital Management LLC Windham Capital Management, LLC Montag & Caldwell, LLC Windham Capital Management, LLC Montag & Caldwell, LLC McClain Value Management, LLC Cumberland Advisors Real Estate Management Services Group, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 61 Strategists & Economists 4 6.8% 52 Risk Management & Due Diligence 4 6.8% 19 Investor Relations & Marketing 4 6.8% 53 Other/Unspecified 7 US Equity 16 US Fixed Income 10 US Balanced 3 Global Equity 3 Private Real Estate 2 EAFE Equity 2 Global Fixed Income 2 Hedge Fund 2 Fund of Hedge Funds 1 Commodities Firms Represented: 47 44% evestment - All Rights Reserved 78

79 University of Illinois Urbana-Champaign Champaign, Illinois (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 3 Other/Unspecified 25 Northern Trust Cozad Asset Management, Inc. BMO Asset Management Inc. LSV Asset Management Oberweis Asset Management, Inc. Cozad Asset Management, Inc. LSV Asset Management Trigran Investments, Inc. Geneva Advisors Cedar Hill Associates, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 20 Strategists & Economists Risk Management & Due Diligence 6 2.7% 12 Investor Relations & Marketing % 19 Other/Unspecified 17 US Equity 104 US Fixed Income 37 Global Equity 27 EAFE Equity 23 Emerging Markets Equity 16 International Equity 15 Asia Pacific Equity 7 Global Fixed Income 6 Europe Equity 6 Hedge Fund Firms Represented: % evestment - All Rights Reserved 79

80 University of Iowa Iowa City, Iowa (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 1 Other/Unspecified 3 Aegon USA Investment Management, LLC Aviva Investors Principal Global Fixed Income Principal Global Equities McDonnell Investment Management, LLC Aegon USA Investment Management, LLC Principal Global Fixed Income Trigran Investments, Inc. Ceredex Value Advisors LLC Chautauqua Capital Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 38 Strategists & Economists 3 2.9% 56 Risk Management & Due Diligence Investor Relations & Marketing Other/Unspecified 12 US Fixed Income 30 US Equity 28 Global Equity 9 EAFE Equity 6 International Equity 5 Global Fixed Income 5 Emerging Markets Equity 5 US Balanced 3 Asia Pacific Equity 2 Hedge Fund Firms Represented: 64 36% evestment - All Rights Reserved 80

81 University of Maryland College Park College Park, Maryland (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 2 Other/Unspecified 9 T. Rowe Price Group, Inc. The Ithaka Group, LLC Investment Counselors of Maryland, LLC Wilmington Trust Investment Advisors, Inc. Goldman Sachs Asset Management The Ithaka Group, LLC ProShare Advisors LLC Investment Counselors of Maryland, LLC Lynx Investment Advisory, LLC Montgomery Investment Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts Strategists & Economists 9 7.4% 24 Risk Management & Due Diligence 5 4.1% 13 Investor Relations & Marketing 8 6.6% 33 Other/Unspecified 11 US Equity 34 US Fixed Income 19 Global Equity 11 International Equity 4 EAFE Equity 4 Emerging Markets Fixed Income 4 Hedge Fund 3 Global Fixed Income 3 Global Balanced 2 Asia Pacific Equity Firms Represented: 98 27% evestment - All Rights Reserved 81

82 University of Miami Coral Gables, Florida (Private) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 5 Other/Unspecified 6 Taplin, Canida & Habacht, LLC Deutsche Asset Management Guggenheim Investments Farr, Miller & Washington LLC Northern Trust Taplin, Canida & Habacht, LLC S. Muoio & Co. LLC D.B. Fitzpatrick & Co., Inc. GAMCO Asset Management Inc. Cooke & Bieler, L.P. Distribution of by Firm Location Portfolio Managers & Analysts % 71 Strategists & Economists 0 Risk Management & Due Diligence 1 2.3% 53 Investor Relations & Marketing % 45 Other/Unspecified 3 US Equity 15 US Fixed Income 10 Global Equity 5 Hedge Fund 5 US Balanced 4 EAFE Equity 3 Global Fixed Income 3 International Equity 2 Emerging Markets Equity 2 Emerging Markets Fixed Income Firms Represented: 40 25% evestment - All Rights Reserved 82

83 University of Michigan Ann Arbor Ann Arbor, Michigan (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 9 Doctor of Medicine 1 Other/Unspecified 13 Wells Capital Management Incorporated Lord, Abbett & Co. LLC TIAA-CREF Asset Management, LLC American Century Investments Fidelity Worldwide Investment Pointe Capital Management LLC Estabrook Capital Management LLC 1492 Capital Management, LLC AXA Investment Managers Algert Global LLC Distribution of by Firm Location Portfolio Managers & Analysts % 14 Strategists & Economists % 9 Risk Management & Due Diligence 4 1.3% 19 Investor Relations & Marketing % 19 Other/Unspecified 29 US Equity 100 US Fixed Income 49 Global Equity 28 Emerging Markets Equity 14 International Equity 14 US Balanced 13 EAFE Equity 10 Fund of Hedge Funds 9 Asia Pacific Equity 8 Hedge Fund Firms Represented: % evestment - All Rights Reserved 83

84 University of Minnesota Twin Cities Minneapolis, Minnesota (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 2 Other/Unspecified 21 Sit Investment Associates, Inc. Columbia Management Investment Advisers, LLC Wells Capital Management Incorporated Galliard Capital Management, Inc. Advantus Capital Management Sit Investment Associates, Inc. White Pine Capital, LLC Galliard Capital Management, Inc. Advantus Capital Management Arbor Capital Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 24 Strategists & Economists 6 3.3% 36 Risk Management & Due Diligence 2 1.1% 35 Investor Relations & Marketing 6 3.3% 39 Other/Unspecified 25 US Equity 67 US Fixed Income 62 Global Equity 18 US Balanced 12 Global Fixed Income 8 EAFE Equity 6 International Equity 3 Hedge Fund 3 Fund of Hedge Funds 3 Global Balanced Firms Represented: 72 47% evestment - All Rights Reserved 84

85 University of North Carolina Chapel Hill Chapel, Hill, North Carolina (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 1 Other/Unspecified 12 Guggenheim Investments Bowen, Hanes & Company, Inc. Holderness Investments EARNEST Partners, LLC Private Advisors, LLC Grisanti Capital Management LLC Mountain Pacific Advisors, LLC CornerCap Investment Counsel EARNEST Partners, LLC Agincourt Capital Management LLC Distribution of by Firm Location Portfolio Managers & Analysts % 27 Strategists & Economists % 23 Risk Management & Due Diligence 2 1.3% 35 Investor Relations & Marketing % 21 Other/Unspecified 9 US Equity 49 US Fixed Income 19 Global Equity 11 International Equity 7 EAFE Equity 6 Emerging Markets Equity 6 US Balanced 5 Global Fixed Income 3 Global Balanced 3 Fund of Hedge Funds Firms Represented: evestment - All Rights Reserved 85

86 University of Notre Dame Notre Dame, Indiana (Private) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 3 Other/Unspecified 18 CastleArk Management, LLC Diamond Hill Capital Management, Inc. Wells Capital Management Incorporated Aviva Investors RBC Global Asset Management Sorin Capital Management Nelson Capital Management Turner Investment Partners, Inc. CastleArk Management, LLC Stux Capital Management LLC Distribution of by Firm Location Portfolio Managers & Analysts % 23 Strategists & Economists 7 3.2% 32 Risk Management & Due Diligence 2 0.9% 35 Investor Relations & Marketing Other/Unspecified 22 US Equity 84 US Fixed Income 38 Global Equity 22 EAFE Equity 14 US Balanced 9 Hedge Fund 8 Global Balanced 5 International Equity 5 Global Fixed Income 4 Fund of Hedge Funds Firms Represented: % evestment - All Rights Reserved 86

87 University of Pennsylvania Philadelphia, Pennsylvania (Ivy) for Firm Size ,308 4 Bachelor's ,636 2 Master's excluding MBAs , Master of Business Admin , Doctorate excluding JD, MD ,189 9 Juris Doctor 4 Other/Unspecified 88 PIMCO Wellington Management Company, LLP Morgan Stanley IM & AIP MFS Investment Management BlackRock Ortus Capital Management Limited Sanders Capital, LLC Cooke & Bieler, L.P. Philadelphia International Advisors Donald Smith & Co., Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 1 Strategists & Economists % 4 Risk Management & Due Diligence % 5 Investor Relations & Marketing % 1 Other/Unspecified 80 US Equity 293 US Fixed Income 129 Global Equity 126 International Equity 63 Hedge Fund 62 EAFE Equity 58 Emerging Markets Equity 57 Global Fixed Income 33 US Balanced 31 Emerging Markets Fixed Income Firms Represented: % evestment - All Rights Reserved 87

88 University of Pittsburgh Pittsburgh, Pennsylvania (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 3 Other/Unspecified 7 Federated Investors, Inc. Snow Capital Management, LP Standish Mellon Asset Management Company LLC Symons Capital Management, Inc. PNC Capital Advisors, LLC Snow Capital Management, LP Symons Capital Management, Inc. Mellon Capital Management Corporation Partnervest Advisory Services LLC Lattice Strategies Distribution of by Firm Location Portfolio Managers & Analysts % 49 Strategists & Economists 0 Risk Management & Due Diligence 1 1.2% 53 Investor Relations & Marketing % 28 Other/Unspecified 9 US Equity 26 US Fixed Income 22 Global Fixed Income 7 Global Equity 6 US Balanced 6 Emerging Markets Fixed Income 6 Europe Fixed Income 4 International Equity 3 Hedge Fund 3 EAFE Equity Firms Represented: 46 44% evestment - All Rights Reserved 88

89 University of Rochester Rochester, New York (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 6 OFI Global Asset Management Broadstone Real Estate, LLC Manning & Napier Advisors, LLC State Street Global Advisors Federated Investors, Inc. Broadstone Real Estate, LLC Manning & Napier Advisors, LLC Fuller & Thaler Asset Management, Inc. Howe & Rusling Hillcrest Asset Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 34 Strategists & Economists 9 7.7% 24 Risk Management & Due Diligence 2 1.7% 35 Investor Relations & Marketing 6 5.1% 39 Other/Unspecified 9 US Equity 35 Emerging Markets Equity 17 Global Equity 17 US Fixed Income 17 International Equity 11 EAFE Equity 11 US REIT 7 Hedge Fund 5 US Balanced 4 Global Fixed Income Firms Represented: 76 5 evestment - All Rights Reserved 89

90 University of Southern California Los Angeles, California (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 4 Other/Unspecified 24 PIMCO First Pacific Advisors, LLC Bradford & Marzec, LLC Whittier Trust Company American Realty Advisors Whittier Trust Company First Western Capital Management Pacific Global Investment Management Company DoubleLine American Realty Advisors Distribution of by Firm Location Portfolio Managers & Analysts % 21 Strategists & Economists % 15 Risk Management & Due Diligence 7 2.9% 8 Investor Relations & Marketing % 11 Other/Unspecified 19 US Equity 81 US Fixed Income 45 Global Equity 32 EAFE Equity 19 Emerging Markets Equity 18 International Equity 14 Hedge Fund 12 Global Fixed Income 12 US Balanced 10 Private Real Estate Firms Represented: % evestment - All Rights Reserved 90

91 University of Texas Austin Austin, Texas (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 3 Other/Unspecified 5 Invesco Frost Investment Advisors, LLC Luther King Capital Management Corporation Allianz Global Investors Goshawk Global Investments LLC Matterhorn Capital Management, LLC INTECH Investment Management LLC Adelante Capital Management LLC Stephens Investment Management Group Frost Investment Advisors, LLC Distribution of by Firm Location Portfolio Managers & Analysts Strategists & Economists 6 5.4% 36 Risk Management & Due Diligence 3 2.7% 24 Investor Relations & Marketing 3 2.7% 61 Other/Unspecified 7 US Equity 41 US Fixed Income 11 Global Equity 11 EAFE Equity 10 Hedge Fund 8 International Equity 7 Emerging Markets Equity 5 Europe Equity 2 Global Balanced 2 US Balanced Firms Represented: 79 37% evestment - All Rights Reserved 91

92 University of Virginia Charlottesville, Virginia (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 9 Other/Unspecified 33 T. Rowe Price Group, Inc. Thompson, Siegel & Walmsley LLC Investment Management of Virginia, LLC Wells Capital Management Incorporated Lowe, Brockenbrough & Company, Inc. The Capital Management Corporation Investment Management of Virginia, LLC Lowe, Brockenbrough & Company, Inc. Wilkinson OGrady & Co., Inc. Davenport Asset Management Distribution of by Firm Location Portfolio Managers & Analysts % 12 Strategists & Economists % 21 Risk Management & Due Diligence 3 0.9% 24 Investor Relations & Marketing % 8 Other/Unspecified 28 US Equity 117 US Fixed Income 41 Global Equity 31 US Balanced 17 EAFE Equity 13 International Equity 13 Emerging Markets Equity 10 Hedge Fund 10 Global Fixed Income 7 Global Balanced Firms Represented: evestment - All Rights Reserved 92

93 University of Washington Seattle, Washington (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD 0 1,221 Juris Doctor 1 Other/Unspecified 13 Washington Capital Management, Inc. Zevenbergen Capital Investments LLC Davidson Investment Advisors Edge Asset Management, Inc. Pugh Capital Management, Inc. Zevenbergen Capital Investments LLC Davidson Investment Advisors Badgley, Phelps and Bell, Inc. CWC Advisors, LLC Washington Capital Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts % 44 Strategists & Economists 8 7.7% 31 Risk Management & Due Diligence 3 2.9% 24 Investor Relations & Marketing 6 5.8% 39 Other/Unspecified 12 US Equity 33 US Fixed Income 20 US Balanced 9 Emerging Markets Equity 7 EAFE Equity 7 Private Real Estate 4 Global Fixed Income 3 Global Equity 3 Commodities 2 Hedge Fund Firms Represented: 64 51% evestment - All Rights Reserved 93

94 University of Wisconsin Madison Madison, Wisconsin (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD , Juris Doctor 4 Other/Unspecified 16 Wells Capital Management Incorporated Heartland Advisors, Inc. BMO Asset Management Inc. Artisan Partners Limited Partnership Ziegler Capital Management LLC Heartland Advisors, Inc. Baird - HGMR Investment Management Broadview Advisors LLC Marietta Investment Partners LLC Cortina Asset Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 25 Strategists & Economists 5 3.4% 46 Risk Management & Due Diligence 1 0.7% 53 Investor Relations & Marketing 5 3.4% 45 Other/Unspecified 9 US Equity 79 US Fixed Income 26 Global Equity 21 US Balanced 10 EAFE Equity 10 Emerging Markets Equity 6 Global Fixed Income 5 International Equity 5 Hedge Fund 4 Asia Pacific Equity Firms Represented: 89 28% evestment - All Rights Reserved 94

95 Vanderbilt University Nashville, Tennessee (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 2 Doctor of Medicine 1 Other/Unspecified 8 Fayez Sarofim & Co. Wells Capital Management Incorporated Weaver C. Barksdale & Associates, Inc. WEDGE Capital Management, L.L.P. Invesco Mastrapasqua Asset Management, Inc. Weaver C. Barksdale & Associates, Inc. Covenant Capital Group, LLC Green Square Capital Vulcan Value Partners LLC Distribution of by Firm Location Portfolio Managers & Analysts % 32 Strategists & Economists 6 4.6% 36 Risk Management & Due Diligence 2 1.5% 35 Investor Relations & Marketing % 21 Other/Unspecified 10 US Equity 63 US Fixed Income 18 Global Equity 17 US Balanced 6 Emerging Markets Equity 6 EAFE Equity 5 International Equity 4 Hedge Fund 4 Fund of Hedge Funds 2 Private Real Estate Firms Represented: % evestment - All Rights Reserved 95

96 Virginia Polytechnic Institute and State University Blacksburg, Virginia (Public) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified Capital Partners, LLC DuPont Capital Management Corporation Hahn Capital Management, LLC Fidelity Worldwide Investment Agincourt Capital Management LLC 1607 Capital Partners, LLC Quotient Investors, LLC Agincourt Capital Management LLC Valley Forge Asset Management Hahn Capital Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 73 Strategists & Economists 2 5.3% 60 Risk Management & Due Diligence 1 2.6% 53 Investor Relations & Marketing 1 2.6% 74 Other/Unspecified 3 US Equity 16 EAFE Equity 7 US Fixed Income 6 US Balanced 4 Global Equity 3 Emerging Markets Equity 3 International Equity 2 Hedge Fund 2 Global Balanced 1 Asia Pacific Equity Firms Represented: 35 22% evestment - All Rights Reserved 96

97 Wake Forest University Winston-Salem, North Carolina (Private) for Firm Size , Bachelor's , Master's excluding MBAs Master of Business Admin Doctorate excluding JD, MD Juris Doctor 1 Other/Unspecified 7 Babson Capital Management Golden Capital Management, LLC Cassia Capital Partners LLC Wells Capital Management Incorporated WEDGE Capital Management, L.L.P. Friess Associates Alpha Omega Wealth Management, LLC Sasco Capital, Inc. Montag & Caldwell, LLC Maryland Capital Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 66 Strategists & Economists 1 2.2% 73 Risk Management & Due Diligence 0 Investor Relations & Marketing 4 8.7% 53 Other/Unspecified 3 US Equity 19 US Fixed Income 11 US Balanced 9 Global Fixed Income 5 EAFE Equity 3 Global Balanced 2 Commodities 2 Emerging Markets Fixed Income 1 EAFE Fixed Income 1 Global Equity Firms Represented: 40 21% evestment - All Rights Reserved 97

98 Washington University in St. Louis St. Louis, Missouri (Private) for Firm Size , Bachelor's , Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 0 Other/Unspecified 4 NISA Investment Advisors, L.L.C. Wells Capital Management Incorporated Waddell & Reed Financial, Inc. Advisory Research, Inc. Lord, Abbett & Co. LLC NISA Investment Advisors, L.L.C. Towle & Co. Rockwood Capital Advisors, LLC Denali Advisors, LLC Zacks Investment Management Distribution of by Firm Location Portfolio Managers & Analysts % 41 Strategists & Economists 7 6.8% 32 Risk Management & Due Diligence Investor Relations & Marketing 5 4.9% 45 Other/Unspecified 10 US Fixed Income 32 US Equity 26 EAFE Equity 9 Global Equity 9 Canada Fixed Income 6 Hedge Fund 6 International Equity 6 Global Fixed Income 4 Global Balanced 4 Emerging Markets Equity Firms Represented: 75 2 evestment - All Rights Reserved 98

99 Worcester Polytechnic Institute Worcester, Massachusetts (Private) for Firm Size , Bachelor's Master's excluding MBAs Master of Business Admin. 0 Doctorate excluding JD, MD 0 34 Juris Doctor 0 Other/Unspecified 1 Putnam Investments Perseus Realty Partners, LLC F-Squared Investments Inc Conning Inc Highland Capital Management, LLC F-Squared Investments Inc Perseus Realty Partners, LLC Braver Capital Management Conning Inc Putnam Investments Distribution of by Firm Location Portfolio Managers & Analysts % 90 Strategists & Economists 0 Risk Management & Due Diligence 0 Investor Relations & Marketing 1 9.1% 74 Other/Unspecified 1 US Equity 4 US Fixed Income 2 Global Equity Firms Represented: 10 5 evestment - All Rights Reserved 99

100 Yale University New Haven, Connecticut (Ivy) for Firm Size , Bachelor's ,285 4 Master's excluding MBAs , Master of Business Admin Doctorate excluding JD, MD Juris Doctor 5 Other/Unspecified 18 Morgan Stanley IM & AIP Grantham, Mayo, Van Otterloo & Co. LLC Wells Capital Management Incorporated PIMCO Nomura Asset Management Global Whitebox Advisors LLC Hamlin Capital Management, LLC Emerson Investment Management, LLC Montgomery Investment Management, Inc. Barrow Street Advisors Distribution of by Firm Location Portfolio Managers & Analysts % 16 Strategists & Economists % 12 Risk Management & Due Diligence 4 1.4% 19 Investor Relations & Marketing % 21 Other/Unspecified 28 US Equity 89 US Fixed Income 45 Global Equity 31 Hedge Fund 20 EAFE Equity 15 International Equity 12 Global Fixed Income 10 Emerging Markets Equity 10 US Balanced 9 Fund of Hedge Funds Firms Represented: % evestment - All Rights Reserved 100

101 Yeshiva University New York, New York (Private) for Firm Size , Bachelor's Master's excluding MBAs Master of Business Admin. 0 Doctorate excluding JD, MD Juris Doctor 3 Other/Unspecified 5 Baron Capital Victory Capital Management Inc. Columbus Circle Investors Neuberger Berman Hamilton Lane Optima Fund Management LLC Force Capital Management, LLC Lyrical Asset Management, L.P. Pzena Investment Management, LLC Hereford Funds Distribution of by Firm Location Portfolio Managers & Analysts % 86 Strategists & Economists 0 Risk Management & Due Diligence 0 Investor Relations & Marketing 1 5.3% 74 Other/Unspecified 2 US Equity 5 Global Equity 4 Emerging Markets Equity 2 International Equity 2 Hedge Fund 2 EAFE Equity 2 Asia Pacific Equity 1 Europe Equity 1 Fund of Hedge Funds 1 US Balanced Firms Represented: 19 5 evestment - All Rights Reserved 101

102 Amherst College Amherst, Massachusetts (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 4 Income Research & Management SKY Harbor Capital Management, LLC Wellington Management Company, LLP Columbia Management Investment Advisers, LLC Granite Point Capital Vulcan Value Partners LLC Income Research & Management SKY Harbor Capital Management, LLC Mount Lucas Management LP Granite Point Capital Distribution of by Firm Location Portfolio Managers & Analysts % 74 Strategists & Economists 2 5.4% 60 Risk Management & Due Diligence 0 Investor Relations & Marketing 2 5.4% 67 Other/Unspecified 3 US Equity 13 US Fixed Income 9 Global Equity 3 International Equity 2 Global Fixed Income 2 Hedge Fund 1 Europe Equity 1 Emerging Markets Equity 1 US Balanced 1 Fund of Hedge Funds Firms Represented: 34 33% evestment - All Rights Reserved 102

103 Bowdoin College Brunswick, Maine (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 2 Guggenheim Investments Wellington Management Company, LLP MFS Investment Management Jennison Associates LLC Timucuan Asset Management, Inc. Main Management LLC Thomas J. Herzfeld Advisors, Inc. Osterweis Capital Management F.L.Putnam Investment Management Company Stralem & Company Incorporated Distribution of by Firm Location Portfolio Managers & Analysts % 69 Strategists & Economists 2 4.3% 60 Risk Management & Due Diligence 1 2.2% 53 Investor Relations & Marketing % 45 Other/Unspecified 2 US Equity 12 US Fixed Income 5 Global Equity 4 International Equity 3 EAFE Equity 2 US Balanced 2 Global Fixed Income 2 Hedge Fund 1 Fund of Hedge Funds 1 Global Balanced Firms Represented: 40 38% evestment - All Rights Reserved 103

104 Carleton College Northfield, Minnesota (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 4 Franklin Templeton Investments Cornerstone Capital Management Grantham, Mayo, Van Otterloo & Co. LLC Trilogy Global Advisors Becker Capital Pier Capital, LLC Punch & Associates Investment Management, Inc. Mellon Capital Management Corporation Marvin & Palmer Associates, Inc. Weitz Investment Management, Inc. Distribution of by Firm Location Portfolio Managers & Analysts Strategists & Economists 2 8.7% 60 Risk Management & Due Diligence 0 Investor Relations & Marketing 0 Other/Unspecified 1 US Equity 11 Global Equity 5 US Balanced 3 International Equity 3 US Fixed Income 3 Emerging Markets Equity 2 Other Alternatives 1 Global Balanced 1 Hedge Fund 1 Commodities Firms Represented: 21 22% evestment - All Rights Reserved 104

105 Claremont McKenna College Claremont, California (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 2 PIMCO Lombardia Capital Partners, LLC Pugh Capital Management, Inc. Kohlberg Kravis Roberts & Co. Santa Barbara Asset Management del Rey Global Investors, LLC Lombardia Capital Partners, LLC Santa Barbara Asset Management Dalton, Greiner, Hartman, Maher and Co., LLC Double Haven Capital (Hong Kong) Limited Distribution of by Firm Location Portfolio Managers & Analysts % 77 Strategists & Economists % 52 Risk Management & Due Diligence 0 Investor Relations & Marketing % 53 Other/Unspecified 3 US Equity 13 US Fixed Income 6 Global Equity 6 EAFE Equity 6 US Balanced 2 Emerging Markets Equity 2 Global Balanced 2 Japan Equity 2 North America Fixed Income 1 Hedge Fund Firms Represented: 29 62% evestment - All Rights Reserved 105

106 Colby College Waterville, Maine (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 4 MFS Investment Management Westfield Capital Management Company, LP Manulife Asset Management Wells Capital Management Incorporated T. Rowe Price Group, Inc. Westfield Capital Management Company, LP Forum Asset Management, LLC Charles River Realty Investors, LLC Beck, Mack & Oliver LLC BPV Capital Management, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 66 Strategists & Economists 2 4.2% 60 Risk Management & Due Diligence 0 Investor Relations & Marketing 1 2.1% 74 Other/Unspecified 7 US Equity 20 Global Equity 9 EAFE Equity 5 International Equity 4 US Fixed Income 4 Global Fixed Income 3 Global Balanced 3 Emerging Markets Equity 3 US Balanced 2 EAFE Fixed Income Firms Represented: 39 49% evestment - All Rights Reserved 106

107 Davidson College Davidson, North Carolina (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 2 Cooke & Bieler, L.P. Wellington Management Company, LLP Sterling Capital Management LLC Tocqueville Asset Management L.P. Sheets Smith Wealth Management Main Management LLC Montag & Caldwell, LLC Sheets Smith Wealth Management Cooke & Bieler, L.P. Investment Management of Virginia, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 84 Strategists & Economists 2 9.1% 60 Risk Management & Due Diligence 0 Investor Relations & Marketing 1 4.5% 74 Other/Unspecified 2 US Equity 11 US Fixed Income 4 US Balanced 4 Global Fixed Income 2 Global Equity 2 Hedge Fund 2 Emerging Markets Fixed Income 1 Europe Fixed Income 1 Private Real Estate 1 EAFE Equity Firms Represented: 22 23% evestment - All Rights Reserved 107

108 Haverford College Haverford, Pennsylvania (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 3 ASB Capital Management, LLC. Flaherty & Crumrine Incorporated Ironwood Investment Management, LLC Goldman Sachs Asset Management State Street Global Advisors Pekin Singer Strauss Asset Management Copeland Capital Management, LLC Flaherty & Crumrine Incorporated Ironwood Investment Management, LLC ASB Capital Management, LLC. Distribution of by Firm Location Portfolio Managers & Analysts % 86 Strategists & Economists 0 Risk Management & Due Diligence 0 Investor Relations & Marketing 1 4.8% 74 Other/Unspecified 4 US Equity 5 Global Equity 3 International Equity 3 US Fixed Income 3 Private Real Estate 1 Hedge Fund 1 Emerging Markets Fixed Income Firms Represented: 21 3 evestment - All Rights Reserved 108

109 Middlebury College Middlebury, Vermont (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs Master of Business Admin. 0 Doctorate excluding JD, MD 0 2 Juris Doctor 0 Other/Unspecified 7 Wellington Management Company, LLP Eaton Vance Management Loomis, Sayles & Company, L.P. Columbia Wanger Asset Management, LP Acadian Asset Management, LLC Stanton Asset Management DDJ Capital Management, LLC CBRE Clarion Securities, LLC Marietta Investment Partners LLC Gramercy Distribution of by Firm Location Portfolio Managers & Analysts % 55 Strategists & Economists 5 6.9% 46 Risk Management & Due Diligence 1 1.4% 53 Investor Relations & Marketing % 21 Other/Unspecified 9 US Equity 19 Global Equity 15 EAFE Equity 10 US Fixed Income 9 International Equity 7 Global Fixed Income 3 Hedge Fund 3 Emerging Markets Fixed Income 3 Canada Fixed Income 3 Emerging Markets Equity Firms Represented: 60 36% evestment - All Rights Reserved 109

110 Pomona College Claremont, California (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 3 Wasatch Advisors, Inc. RCM Capital Management LLC Sit Investment Associates, Inc. Spinnaker Capital Kabouter Management LLC Kabouter Management LLC SSI Investment Management Inc. Genesis Asset Managers, LLP Wasatch Advisors, Inc. Bradford & Marzec, LLC Distribution of by Firm Location Portfolio Managers & Analysts Strategists & Economists 0 Risk Management & Due Diligence 0 Investor Relations & Marketing 0 Other/Unspecified 0 US Equity 4 US Fixed Income 4 EAFE Equity 3 Global Fixed Income 3 Emerging Markets Equity 2 Global Equity 2 International Equity 2 Africa Equity 1 US Balanced 1 Emerging Markets Fixed Income Firms Represented: 20 44% evestment - All Rights Reserved 110

111 Swarthmore College Swarthmore, Pennsylvania (Liberal Arts College) for Firm Size Bachelor's Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 2 Marshfield Associates AXA Investment Managers Cheswold Lane Asset Management, LLC Boston Common Asset Management, LLC 3i Debt Management US, LLC Marshfield Associates 3i Debt Management US, LLC Glenmede Investment Management LP SKY Harbor Capital Management, LLC Columbia Partners, L.L.C. Investment Management Distribution of by Firm Location Portfolio Managers & Analysts % 78 Strategists & Economists % 52 Risk Management & Due Diligence 0 Investor Relations & Marketing 1 3.4% 74 Other/Unspecified 2 US Equity 11 US Fixed Income 6 Global Equity 5 EAFE Equity 3 Global Fixed Income 3 Emerging Markets Equity 1 International Equity 1 Emerging Markets Fixed Income 1 Japan Equity 1 Global Balanced Firms Represented: 26 21% evestment - All Rights Reserved 111

112 United States Naval Academy Annapolis, Maryland (Liberal Arts College) for Firm Size , Bachelor's , Master's excluding MBAs 0 Master of Business Admin. 0 Doctorate excluding JD, MD 0 Juris Doctor 0 Other/Unspecified 3 LM Capital Group, LLC Dodge & Cox Artisan Partners Limited Partnership T. Rowe Price Group, Inc. Federated Investors, Inc. LM Capital Group, LLC The Killen Group Polen Capital Management, LLC Davidson Investment Advisors Westwood Global Investments, LLC Distribution of by Firm Location Portfolio Managers & Analysts % 84 Strategists & Economists 1 4.2% 73 Risk Management & Due Diligence 0 Investor Relations & Marketing 1 4.2% 74 Other/Unspecified 5 US Equity 7 US Fixed Income 4 US Balanced 3 Global Equity 2 EAFE Equity 1 International Fixed Income 1 Emerging Markets Equity 1 Global Fixed Income 1 International Equity 1 Emerging Markets Fixed Income Firms Represented: 24 17% evestment - All Rights Reserved 112

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