Investments & Performance

The Impact of Your Support

Many alumni, friends and corporation gifts help to provide outstanding educational opportunities for our students. This support helps to fill the gap between institutional needs and state appropriated funding. Because of your participation, the future of SDSM&T looks bright.

Asset Growth Graph

Planned Giving Trust Activity

Investment Objectives

The SDSM&T Foundation assets are being closely monitored with moderate growth and management of risk as primary goals. Investment returns are sought from both market appreciation and from dividends and interest. The portfolio is diversified between fixed income and equity holdings. The objective is to provide a predictable stream of income while allowing the growth of the principal to meet or outpace the rate of inflation. An appointed Investment Committee oversees our professional management team.

Click to view the SDSM&T Foundation Investment Policy

See more information about SDSM&T areas of support and endowment returns. 

If you have established an endowment, click here to see our most recent Quarterly Report.

If you have any questions regarding our financial information, please call us at (605) 394-2436 or toll free (800) 211-7591 or email foundation@sdsmt.edu

Overview of Our Performance

For an overview of FY 2011 (July 1, 2010 - June 30, 2011) performance, click here: FY 2011 Performance Charts. This information is current through June 30, 2011.

For a current overview of FY 2012 (July 1, 2011 - June 30, 2012) performance, click here: Up-to-Date Performance Charts for FY 2012. This information has not yet been audited.