Investing in the Future

The CSULB endowment is managed by the CSULB 49er Foundation Board of Directors. It is comprised of hundreds of individual funds established by donors for a particular purpose. Some of these funds support scholarships, while others support annual lectures, departments, and programs.

The endowment is invested in a combination of domestic and international equities, fixed-income instruments, real estate, and alternative investments, with the goal of achieving the maximum rate of return with an acceptable, prudent level of risk. As of June 30, 2018, the endowment was valued at $ 77,174,529.

Annualized Returns*
Annualized Returns As of June 30, 2018
Fiscal YTD
1 Year		 8.19%
3 Year 6.18%
5 Year 6.51%

*Performance results are annualized for time periods greater than one year and include all cash and cash equivalents, realized and unrealized capital gains and losses, and dividends, interest and income. Time weighted returns do not include the impact of fund contributions and withdrawals and therefore, may not reflect the actual rate of return of a specific fund.

BY THE NUMBERS

By the number Pie chart
  • U.S. Large Cap Growth 6.20%
  • U.S. Large Cap Value 8.60%
  • U.S. Large Cap 13.90%
  • U.S. Small Cap 4.20%
  • International Equities 18.70%
  • Japan Equities 4.90%
  • Emerging Market Equities 6.00%
  • Short Term Fixed Income 3.80%
  • Securitized 2.90%
  • U.S. Taxable Core 11.00%
  • Inflation Linked Secs 3.00%
  • High Yield Fixed Income 2.00%
  • Credit Long/Short 3.00%
  • Managed Futures 3.00%
  • Multi-Strategy 4.90%
  •  Equity Long/Short 3.90%

 

Investing the Future bar chart

  • 2009 - $ 31,070,238
  • 2010 - $ 36,563,865
  • 2011 - $ 46,269,016
  • 2012 - $ 44,084,299
  • 2013 - $ 50,528,887
  • 2014 - $ 57,000,071
  • 2015 - $ 57,190,877
  • 2016 - $ 56,442,378
  • 2017 - $ 66,613,450
  • 2018 - $ 77,174,529