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Investments

By investing assets, the Texas State University Development Foundation preserves the purchasing power of contributions while providing steady earnings for the University. The portfolio is composed of mostly endowments, but also includes other non-endowed funds invested for the long term. As of July 31, 2017, the portfolio has a fair market value of  $79,177,087 and is invested according to the following asset allocation.

Market Value
(as of June 30, 2017)
Last Month Current YTD Trailing 1 year Trailing 3 years Trailing 5 years Since Inception
$79.1 Million 1.9% 8.7% 11.3% 3.5% 6.4% 5.5%

Investment Policy

The purposes of the Texas State University Development Foundation are to accept and receive, invest and manage gifts, legacies, and contributions covering both real and personal property for the benefit of Texas State University and for its charitable and educational operation.

The Statement of Investment Policy was approved by the Texas State University Development Foundation Board of Trustees on April 28, 2017.

About Our Advisor

Texas State University Development Foundation investments are guided by Cambridge Associates, a global investment firm founded in 1973 that builds customized investment portfolios for institutional investors and private clients around the world.


Contact:

Alison Mott, Foundation Accountant
am32@txstate.edu

Jamison Driskill, Business Manager
jld165@txstate.edu