Investment Performance and Impact
Slide Heading
Click Here

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. 

Graph of lifetime support

Foundation’s Lifetime Support to CSU Approaches $1 Billion

Academic and Instructional Support – $272,459,697
Student Support – $189,460,565
Infrastructure – $180,268,567
Institutional Support – $141,378,452
Research – $119,759,603
Faculty Support – $48,924,919

Graph of Endowment & Total Invested Assets

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

The CSU Foundation’s endowment has grown from $221 million in fiscal year 2011 to $512 million in 2020. Total invested assets have increased from $297 million in fiscal year 2011 to $512 million in 2020.  

CSU Foundation Performance

To preserve the value of the endowment, investment returns in excess of the 4.25% payout and the 1.75 Foundation administration fee are invested to the endowment annually. To ensure the best returns, the Foundation uses a diverse group of asset allocations.
 One YearTen Year25 Year
CSUF Return1.657.487.92
Peer Institutions ($250M – $1B)1.707.207.20
Investment Policy Benchmark (Target Return)1.157.77.14
Graph of Asset Allocations

Target Asset Allocations

Public Equities – 49%
Alternatives – 35%
Fixed Income – 13.50%
Other/Global Asset Allocation – 2.50%