Mandate

UTAM’s sole activity is to manage certain assets of, or under the administration of, the University of Toronto (U of T or the University).

We do not have any other clients, and our entire focus is on managing these assets prudently, and in accordance with our client's directions. We work in close collaboration with the University to ensure that we fully understand its investment objectives along with all other considerations, and we reflect these in the management of its assets.

UTAM works closely with the University and takes direction from the University administration and its governance bodies. UTAM staff meet regularly with the UTAM Board, the University administration, the Investment Committee (which reports directly to the President of the University), and various University governance bodies.

The investment mandate for each of the three portfolios that UTAM manages on behalf of the University is provided below