The purpose of an investment policy is to establish appropriate risk and return objectives in light of the fund’s risk tolerance, spending and investment time horizon. The endowed and expendable fund pools are reviewed annually by the Asset Management Committee.
Statement of investment policy for the KSU Foundation
The Statement of Investment Policy is available upon request by contacting one of our investment professionals below:
Lois Cox, CFA, CFP
Vice President for Investments/CIO
Paul Chai, CAIA
Director of Investments
Luke Townsend, CAIA