Investing

Performance

View the endowment’s fiscal year returns.

Strategy & Philosophy

The Foundation's investment strategy is to preserve the purchasing power of the endowment that provides a dependable source of income for the University of Oklahoma.

Portfolio Allocation

View the endowment’s broad asset allocation.

Investment Forum

Learn more about the OU Foundation’s investment philosophy and strategy, meet the people behind the investment process, and hear an update on capital markets from the OU Foundation’s consultants and select fund managers.
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University of Oklahoma Foundation Investment Performance

No matter whether the markets are up or down on any given year, the University of Oklahoma Foundation strives to maintain the purchasing power of its endowment. The long-term investing goal is to earn 8% over time, which covers the annual 5% dividend plus a 3% annual cost of living increase.

13.9

Percent return for the endowment in Fiscal Year 2017

-2.3

Percent return for the endowment in Fiscal Year 2016

5

Percent return for the endowment in Fiscal Year 2015

19.5

Percent return for the endowment in Fiscal Year 2014

10

Percent five-year annualized investment return for the endowment