Lois Cox, CFA, CFP
Vice President for
Paul Chai, CFA, CAIA
Why we do what we do
Our team is deeply committed to providing manager research, due diligence reporting, and governance that will make Kansas State University successful now and in the future. To that end, we honor our donors and recipients of their generosity by managing assets based on well-vetted investment and distribution polices that guide our decision making. These assets include: equities, bonds, real estate, commodities, cash, and various specialized investments that are primarily held in either the long term investment pool or the expendable funds pool.
The investment management process is governed by the Asset Management Committee, a standing committee of the KSU Foundation Board of Directors which is the policy-making and fiduciary arm of the KSU Foundation trustees. Together, in collaboration with staff and consultants, the Asset Management Committee implements policies that review:
- Investment strategies
- Investment manager sourcing and monitoring
- Portfolio rebalancing
Everyone involved in the governance, research, and due diligence of our investment process is keenly aware of the needs of Kansas State University. The decisions we make today will influence future earnings and help advance the university's goals of attracting and keeping highly qualified professors, soliciting and graduating excellent students, and providing resources that champion competitive university research.