Investment Policy and Strategy
The SFSU Foundation takes great pride in its commitment to values-driven investing and continually works with our investment advisor to ensure that our endowment reflects the Foundation’s and the University’s institutional values. Our Investment Policy Statement, provides additional information on the racial and social climate change and human rights parameters that guide that work.
Equally important is our commitment to maximizing the transparency of our endowment. To that end, this page provides quarterly information on the aggregate performance and overall composition of our endowment. Where possible, we also provide holdings information at the specific fund-manager level on a quarterly or annual basis. Please see the below links for more information.
- Quarterly endowment performance and composition
- Summary of fund managers
- Minutes from quarterly Investment Committee meetings from the current fiscal year are online in a Box folder (Previous meeting minutes can be found in our online archive).
- Mission Alignment Graphic
All documents can be made accessible upon request.
Endowment Holdings
These are the disclosable holdings of funds in our endowment that contain public securities. Each of these funds uses a particular set of screenings to construct a set of investments that best accomplish their strategy. These strategies are summarized in our Fund Manager Summaries document. These screens vary from fund to fund, but each is sufficiently aligned with our Investment Policy Statement that it meets the threshold for inclusion in the endowment's overall portfolio.
No holdings information available.
No current holdings information available.
No holdings information available.
Visit the GMO Climate Change Fund website and navigate to "Holdings – Public" at the bottom of the page for the latest report.
No investment information is available.
Holdings available on Vanguard website