Investment Performance and Impact
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The Foundation’s goal is to grow its endowment by maximizing investment returns while preserving the principal. The Foundation’s investment objectives respond to changes in the economic environment, market conditions and other considerations. 

Foundation’s Lifetime Support to CSU Surpasses $1 Billion

Academic and Instructional Support – $295,805,147
Student Support – $217,256,804
Infrastructure – $200,978,512
Institutional Support – $166,263,805
Research – $134,549,917
Faculty Support – $58,326,241                                    Total – $1,073,180,426

Endowment & Total Invested Assets (in millions by fiscal year)

The CSU Foundation’s endowment has grown from $225 million in fiscal year 2012 to $532 million in fiscal year 2022.  Total invested assets have increased from $302 million in fiscal year 2012 to $666 million in 2022.

CSU Foundation Performance

To preserve the value of the endowment, investment returns in excess of the 4.25% payout, 1.0% student support allocation, and 0.7% Foundation administration fee are invested to the endowment annually. To ensure the best returns, the Foundation uses a diverse group of asset allocations.

One Year* Ten Year 25 Year
CSUF Return -3.35% 7.86% 7.12%
Peer Institutions ($250M – $1B) -$10.80% 7.20% 6.50%
Policy Index (Target Return) -3.49% 10.01% 9.05%
*CSUF’s one-year performance ranks in the top decile among peer institutions.

Target Asset Allocations

Public Equities – 48%
Alternatives – 45%
Fixed Income – 7%