Key Takeaways
- • Pomona College's $3.3 billion pooled investment fund returned 11.7% for the fiscal year ended June 30, 2025, according to the college's publisher context, ahead of its policy benchmark return of 10.9%.
- • Pomona's annual return over the last 10 years is 8.3%, exceeding both its strategic policy benchmark and a simple 70% stocks / 30% bonds benchmark.
- • The return was reported by Pensions & Investments in a February 4, 2026 article that also notes the start of AI integration within the college's investment office.
- • The investments office, led by Chief Investment Officer Dave Wallace, manages roughly $3 billion in investable assets alongside corporate treasury functions.
Summary
Pomona College reported an 11.7% return for its $3.3 billion pooled investment fund for the fiscal year ended June 30, 2025, according to the college's annual endowment report and Pensions & Investments coverage published February 4, 2026. The result modestly exceeded the college's policy benchmark return of 10.9% for the same period.
Over the trailing 10 years, the fund's annualized return has been 8.3%, which the college states exceeds both its strategic policy benchmark and a simple benchmark of 70% stocks and 30% bonds. The college also highlighted outperformance over the trailing five-, seven-, and ten-year periods relative to both benchmarks, and marked a decade of the Pomona Investment Fund with a double-digit annualized return since inception, per its publisher materials.
The Pensions & Investments article, written by Caryl Anne Francia, frames the results against the start of artificial intelligence integration within the investment office. Dave Wallace, Chief Investment Officer at Pomona College, oversees the office, which manages approximately $3 billion in investable assets along with the corporate treasury. The original report does not provide further detail on the scope or timing of the AI initiatives in the available text.
The college's annual report notes that performance in the year was shaped by specific factors, though the excerpted material does not elaborate on them. Separately, the college has launched a $530 million campaign to expand financial aid and invest in faculty, a development that is not directly tied to the investment results.
Over the trailing 10 years, the fund's annualized return has been 8.3%, which the college states exceeds both its strategic policy benchmark and a simple benchmark of 70% stocks and 30% bonds. The college also highlighted outperformance over the trailing five-, seven-, and ten-year periods relative to both benchmarks, and marked a decade of the Pomona Investment Fund with a double-digit annualized return since inception, per its publisher materials.
The Pensions & Investments article, written by Caryl Anne Francia, frames the results against the start of artificial intelligence integration within the investment office. Dave Wallace, Chief Investment Officer at Pomona College, oversees the office, which manages approximately $3 billion in investable assets along with the corporate treasury. The original report does not provide further detail on the scope or timing of the AI initiatives in the available text.
The college's annual report notes that performance in the year was shaped by specific factors, though the excerpted material does not elaborate on them. Separately, the college has launched a $530 million campaign to expand financial aid and invest in faculty, a development that is not directly tied to the investment results.
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