Our performance has ranked in the top quartile among 800+ college/university endowments and foundations.
Investment performance
The long-term investment pool grew to combined assets of $952.3 million, returned 0.65%, lagging the policy benchmark by 227 basis points in the fourth quarter of FY23.
In fiscal year 2023, first quarter was negative as market volatility experienced in the prior fiscal year continued. This was followed by three strong positive quarters as global equity markets rebounded from 2022 lows, while bonds and real estate were under pressure from higher interest rates. To this backdrop, the LTIP’s protective positioning resulted in the pool’s return lagging that of its benchmark. The LTIP delivered a 1.76% return for the year ended June 30, 2023, and continues to outperform the policy benchmark in the trailing 3, 5, and 10 years.
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 7.96% (annualized) — keeping pace with that period’s benchmark. The charts below may also be helpful in answering your questions more fully.
Annual fiscal year returns
| 6/30/2023 | 1.76% |
| 6/30/2022 | 5.72% |
| 6/30/2021 | 35.67% |
| 6/30/2020 | 2.60% |
| 6/30/2019 | 6.80% |
| 6/30/2018 | 9.15% |
| 6/30/2017 | 8.64% |
| 6/30/2016 | -1.93% |
| 6/30/2015 | -0.88% |
| 6/30/2014 | 19.32% |
Contact the investments team
Paul Chai, CFA, CAIA Associate Vice President of Investment/CIO
785-775-2000
ksufinv@ksufoundation.org
Janessa Nelsen Investment Operations Specialist
785-775-2000
ksufinv@ksufoundation.org
Dylan Zheng Investment Analyst
785-775-2000
ksufinv@ksufoundation.org