Investment Philosophy

The Wichita State University Foundation's investment objective is to achieve, over the long term, an annualized total net return which meets or exceeds the sum of: 1) the established payout rate to support campus and student's needs, 2) an administrative fee which partially funds the Foundation's operating expenses, and 3) the current rate of inflation to ensure future buying power.

The WSU Foundation, through its nine member Investment Committee, manages for consistent returns with a long term view requiring careful attention to balancing the risks and rewards inherent in portfolio management. The portfolio is positioned through an asset allocation which varies depending upon market conditions and seeks growth while managing and diversifying risk. With the assistance of the investment advisor and managers, we are confident in meeting the stated long term objective.

March 5, 2014.

For questions or comments, please contact Patsy Selby at 316-978-3810 or at patsy.selby@wichita.edu.

 

 

WSU Foundation 2013 Annual Report

 

 

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Wichita State University Foundation


1845 Fairmount St., Wichita, KS 67260-0002
Phone: 316-978-3040 | Fax: 316-978-3277 foundation@wichita.edu

© 2014 Wichita State University Foundation

Wichita State University Foundation is a non-profit 501(c)(3) organization and donations are tax-deductible to the full extent allowed by law.