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 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

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 Year | Ten Year | 25 Year | |
---|---|---|---|
CSUF Return | 1.65 | 7.48 | 7.92 |
Peer Institutions ($250M – $1B) | 1.70 | 7.20 | 7.20 |
Investment Policy Benchmark (Target Return) | 1.15 | 7.7 | 7.14 |

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