Investment Performance

The Foundation has a solid record of investing. Over the years, we have consistently outperformed most peer organizations, ranking in the top or high second investment quartile.

For the one-, three-, five and seven-year periods, the long-term investment pool experienced annualized total returns of -1.7 percent, 4.6 percent, 4.7 percent and 8 percent respectively through June 30, 2016.

Long-Term Investment Pool Asset Allocation

By investing assets, the Foundation preserves the purchasing power of gifts while providing steady earnings for Texas A&M.

$1,391,034,896 Market value
  • International Equities26.3%
  • Domestic Equities24.5%
  • Private Equities9.1%
  • Alternative Marketable Equities8.6%
  • Private Real Estate and Hard Assets8.2%
  • Public Real Estate and Hard Assets7.5%
  • Domestic Fixed Income6.2%
  • International Fixed Income6.2%
  • Cash and Cash Equivalents3.4%

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The Foundation’s long-term investment pool, which has a total value of $1.39 billion, is composed mostly of endowments, but also includes other non-endowed funds invested for the long term.

Current total as of August 31, 2016
$2.3 billion

Cumulative Giving to Lead by Example Campaign

2020 Campaign Goal
$4 billion
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