About Us | Investment Policies
KU Endowment’s goal is to provide a stable stream of support for the university from one generation to the next. In keeping with our long-term perspective, we invest our endowed, or permanent, funds with the intent that they grow steadily over time.
Many donors establish endowed funds, which may be named for the donor or someone the donor wishes to honor. KU Endowment places these funds in its Long-term Investment Program, where they are collectively invested in a professionally managed, diversified portfolio emphasizing equity securities.
To find out more about our long-term investments, see our Target Asset Allocation, our investment Performance Objective and our publication Investing in KU.
The amount of university support provided by endowed funds each year is determined according to KU Endowment’s spending policy.
This policy is to spend 5.5 percent of the average market value of the previous 12 quarters, with:
- 4.6 percent allocated to participating funds for
current expenditure;
- and 0.9 percent allocated to KU Endowment as an
administrative fee.
KU Endowment’s investment and spending guidelines are overseen by the Finance Committee, one of several standing committees of the KU Endowment Board of Trustees.
For more information about our investments, please contact
, senior vice president for finance and treasurer, or
, assistant treasurer, at 785.832.7400 or toll free at 800.444.4201.