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 SD Mines looks bright.

Investment Objectives

The SD Mines 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 SD Mines Foundation Investment Policy

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 contact Lana Thom, Director of Financial Services, at (605) 394-2436; toll free (800) 211-7591; or email.

Overview of Our Performance

For an overview of FY 2018 (July 1, 2017 - June 30, 2018) performance, click here: FY 2018 Performance Charts. This information is current through June 30, 2018. FY 2019 information will be posted following the September audit.

For a current overview of FY 2019 (July 1, 2018- June 30, 2019) performance, click here: Up-to-Date Performance Charts for FY 2019. This information has not yet been audited.