Kansas State University Foundation

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KSU Foundation

Investment performance

 Investment bar graph

 

Annual Fiscal Year Returns
6/30/2015-0.88%
6/30/201419.32%
6/30/201312.04%
6/30/2012-1.65%
6/30/201119.28%
6/30/201010.33%
6/30/2009-21.68%
6/30/20081.46%
6/30/200719.32%
6/30/200613.47%

Absolute objective

The absolute objective of the endowment is to seek an average total annual real return equal to or exceeding the Distribution Policy rate; specifically the CPI plus the Distribution Policy rate. This objective shall be measured over annualized, rolling ten year time periods. The intent of this objective is to preserve, over time, the principal value of assets as measured in real, inflation-adjusted terms, thus preserving the purchasing power of the endowed accounts for future generations.

Relative objective

The relative objective of the endowment is to seek competitive investment performance compared to appropriate capital market measures, such as securities indices.

Macro custom benchmark

Asset classBenchmarkStrategic allocation
Global equitiesMSCI ACWI66.00%
Diversifying strategiesHFRI Absolute Return7%
Inflation hedge

70% DJUBS Commodity Index

30% EPRA NAREIT Developed Index

16.00%
Deflation hedgeBC Aggregate11%

Comparative objective

The comparative objective of the endowment is to achieve a total rate of return that is above the median performance of a universe of similarly managed funds. This objective is reviewed annually following the fiscal year end.