Follow our performance

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

Investment Performance

Investment performance

The long-term investment pool grew to combined assets of $931.6 million, returned 5.0%, and exceeded the policy benchmark by 77 basis points in the second quarter of FY22. With two-thirds of the pool’s assets invested in global equities, both public and private, strength in these markets contributed to the pool’s solid returns.

Ranked among the best

During the last three fiscal years 2018, 2019 and 2020, the Kansas State University Foundation’s performance ranked 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 7.85% (annualized) — also outperforming that period’s benchmark. The charts below may also be helpful in answering your questions more fully.

Annual fiscal year returns

6/30/202135.67%
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%
6/30/2012-1.65%

Policy benchmark

Global equities67% MSCI ACWI Index
33% Cambridge Associates Global All PE Index		63%
Diversifying strategiesHFRX Absolute Return Index7%
Inflation hedge50% Bloomberg Commodity Index
25% NCREIF ODCE
25% Barclays US TIPS Index		20%
Deflation hedgeBarclays US Aggregate Index10%

Contact the investments team

lois cox

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

785-775-2128
loisc@ksufoundation.org

Paul Chai

Paul Chai, CFA, CAIA Senior Director of Investments

785-775-2127
paulc@ksufoundation.org