ENDOWMENT PERFORMANCEFISCAL YEAR 2022After booming returns from a red-hot market last year, endowments across higher education havetaken a hit this year, with declines seen across the sector. As illustrated in the figure below, theBoise State University Foundation’s endowment investment pool generated a -13.1 percent returnduring the fiscal year. Despite significant market headwinds not seen since the global financialcrisis of 2008-09, this return outperformed its benchmark policy by approximately three-tenthsof a percentage point. In addition, the investment pool returns for the three-, five-, and ten-yearperiods ending June 30, 2022, only slightly underperformed their benchmarks by 0.2, 0.5, and 0.2percentage points, respectively. These results stem from a more conservative asset allocation in linewith the Foundation’s goal of maintaining the value of our endowment corpus.FY2022 ENDOWMENT INVESTMENT POOL RETURN8%6%4%4.0%4.2%4.6%5.5%5.2%4.7%6.1%6.3%6.9%2%1 YEAR0%3 YEAR-2%5 YEAR10 YEAR-4%-6%-8%-10%-12%-11.9%-13.1% -13.4%-14%Endowment investment poolannualized return12 | 2021–2022 ANNUAL REPORTPolicy portfolio annualizedbenchmark returnRVK - endowments & foundations(
It seems that your browser's pop-up blocker has prevented us from opening a new window/tab. Please click the button below to open the link manually.
