About OUem OU Endowment Management manages charitable money for investors attracted by our long term approach to global investing. Successful endowment management balances the needs of current beneficiaries with those of generations to come. Managing an endowment Managing an endowment is unlike traditional investment because of the nature of the beneficiaries. For most pools of capital, such as pension funds, the beneficiaries are alive. For endowments the beneficiaries may not even be born yet. A careful balance is required between managing the interests of today’s beneficiaries with those of future generations. To do this, we need to preserve the real value of gifts donated to fund activities in education and research and generate absolute real returns. This is different from the vast majority of other investors who may be concerned with liability matching or beating short term market indices, whether they go up or down. The team is a mix of investment and finance professionals providing investment management services, based in Oxford. OUem team Fay Ashwell Chief Operating Officer Elliot Beal Investment Analyst John Buckley Fund Accountant Monica Bullen Personal Assistant Antonia Coad Head of Sustainability and Corporate Affairs Tom Critchley Investment Analyst Jack Edmondson Deputy Chief Investment Officer Edward Gough Senior Operations Analyst David Harling Investment Director Paul Hayday Information Systems Manager Anne Horkley Investor Services Manager Pietro Hughes ESG Researcher Will Lawrie Head of Property Management Ilze Malan Risk and Analytics Manager Annabel Mézou Chief of Staff Neamul Mohsin Investment Director Katie Neller Head of Technology Shivani Oberoi Investment Manager Hannah Pittaway Legal & Compliance Analyst Sandra Robertson Chief Investment Officer and Chief Executive Officer Rachel Scott Head of Finance Chloe Taysom Investment Director Will Tomsett Investment Manager Alexandra Wilson Head of Legal and Compliance Connor Wright Finance Analyst OU Endowment Management 27 Park End Street Oxford OX1 1HU ABOUT OUEM Managing an endowment The team NEWS OUR INVESTORS Beneficiaries GENERATING RETURNS Investment philosophy Investment process THE OXFORD ENDOWMENT FUND Performance highlights Asset allocation An investment ESG RISK MANAGEMENT ESG risk management principles ESG in practice FREQUENTLY ASKED QUESTIONS CONTACT US Prospective investments Careers Media OUem Copyright All Rights Reserved Privacy and cookies Legal OUem Limited is authorised and regulated by the Financial Conduct Authority Privacy and cookies Legal