When the KSU Foundation invests, separate funds are commingled and invested in a pooled investment fund.
For the long term
The majority of funds invested by the KSU Foundation are permanent endowments, held in a pooled investment fund called the long-term investment pool. This pool is a diversified fund of global equities designed to ensure that future growth is sufficient to offset normal inflation plus reasonable spending. This approach preserves the purchasing power of the fund for future generations.
Long-term investment pool policy benchmark
MSCI ACWI-ND 57%
Burgiss Private Equity Composite: 43%
Barclays US Treasury Index: 50%
Barclays US TIPS Index: 50%
Burgiss Private Real Asset Composite: 33%
Burgiss Private Debt Composite: 23%
HFRX Absolute Return Index: 44%
Expendable funds pool
This investment pool is essentially the university's "checking account" for non-state funds held by university departments and programs. The return at any time of the entire principal amount is guaranteed by the foundation. The principal is invested in liquid investments and any income earned on the investments is retained by the foundation to cover the expense of administering the accounts.
Contact the investments team
Paul Chai, CFA, CAIA Associate Vice President of Investment/CIO
785-775-2000
ksufinv@ksufoundation.org
Dylan Zheng Assistant Director of Investments
785-775-2000
ksufinv@ksufoundation.org
Matt Smagacz, CFA, FRM Director of Investments
785-775-2000
ksufinv@ksufoundation.org
Janessa Nelsen Investment Operations Specialist
785-775-2000
ksufinv@ksufoundation.org