2006-07 Annual Report on External Support to the CSU

Endowment

Endowment Market Value

Endowment Market Value

2004/05 $665 million
2005/06 $476 million
2006/07 $874 million

Over the past three years, endowment market value has grown by 32 percent, starting at $665 million and increasing to $874 million in 2006-2007. This growth in endowment market value included $134 million in new endowment gifts over the three-year period.

In 2006-2007, donors contributed $51 million in new gifts toward endowments. Collectively, CSU institutions distributed $34 million from endowment in support of the university’s students, faculty and programs.

Investment returns accounted for 15.48 percent of the annual growth in market value. Currently, each of the 23 CSU campuses and the Office of the Chancellor individually manage endowment funds.

The chart compares the average investment return for CSU campus endowments within the indicated asset ranges to similarly sized endowments at universities across the nation. The source of the national data is the 2007 National Association of College and University Business Officers Endowment Survey comprised of data from 793 public and private universities.

Endowment Investment Performance

Investment Pool
Asset Ranges
#CSU CSU Average
Investment Return
National Average
Investment Return
>$100 m to <=$500 m 3 15.78% 18.00%
>$50 m to <=$100 m 2 16.60% 16.70%
>$25 m to <=$50 m 5 15.59% 15.90%
Less than or <=$25 m 14 12.93% 14.10%

2006-2007 CSU Median = 15.25%
2006-2007 Industry Blended Benchmark Russell 3000 65% and Lehman Aggregate 35% = 15.19%


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Last Updated: January 22, 2008