Follow our performance

Our performance has ranked in the top quartile among 800+ college/university endowments and foundations.

long-term investment pool performance column chart

Investment performance

The long-term investment pool grew to combined assets of $912.8 million, returned -2.32%, and far surpassed the policy benchmark by 566 basis points in the fourth quarter of FY22.

Following a strong upswing in the markets last year, fiscal year 2022 was a turbulent year that saw negative returns in most investable asset classes. To this backdrop, the LTIP’s diversified portfolio showed resilience by having parts of the portfolio in assets and strategies with uncorrelated returns to the broader market, and was able to deliver a 5.72% return for the year ended June 30, 2022.

Ranked among the best

Kansas State University Foundation’s performance continues to rank in the top quartile among 800+ college/university endowments and foundations according to the National Association of College and University Business Officers (NACUBO).

Over the longer twenty-year period, the fund returned 7.90% (annualized) — also outperforming that period’s benchmark. The charts below may also be helpful in answering your questions more fully.

Annual fiscal year returns

6/30/20225.72%
6/30/202135.67%
6/30/20202.60%
6/30/20196.80%
6/30/20189.15%
6/30/20178.64%
6/30/2016-1.93%
6/30/2015-0.88%
6/30/201419.32%
6/30/201312.04%

Contact the investments team

lois cox

Lois Cox, CFA, CFP Senior Vice President for Investments/CIO

785-775-2000
ksufinv@ksufoundation.org

Paul Chai

Paul Chai, CFA, CAIA Senior Director of Investments

785-775-2000
ksufinv@ksufoundation.org