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Asset Management Committee: September 1, 2011

The Asset Management Committee met on Sept. 1, 2011. Chairman Lee Borck presided. In addition to the regular performance monitoring reports, the following are a few of the reports received and actions taken:

  • Received a report and recommendations for action from the risk assessment subcommittee reviewing subcommittee risk analysis work to date and a recommended strategy for managing investment portfolio risk exposures. The committee authorized staff to continue due diligence on a specific firm offering the strategy recommended and additional comparative research on other strategies and firms.
  • Received an update on and approved a bank loan financing plan for construction of the KSU feed mill to replace the existing mill on the NBAF site and forwarded a recommendation to the board of directors.
  • Received an update on the formation of the two real estate entities and the investment management company, approved a corporate resolution authorizing the charitable real estate entity formation documents and forwarded the recommendation to the board of directors.
  • Endowment pool annualized returns for the period ending June 30, 2011 were 19.28 percent, 1.01 percent, 4.53 percent and 6.28 percent for the one-, three-, five- and 10-year periods respectively.

If you are interested in learning more about the status of the endowment and the policies and procedures utilized in managing all Kansas State University Foundation assets, please visit the foundation website at www.found.ksu.edu and click on "Our financials" then "Investments."