Key Takeaways
- • Ohio State University's $8.6 billion long-term investment pool of endowment assets returned 11.8% for the fiscal year ended June 30, 2025, according to Pensions & Investments.
- • The 11.8% return outperformed the university's benchmark for the period, per the publisher's reporting.
- • The result was reported on August 12, 2025, as part of a series of university endowment return announcements, including Clemson University Foundation (11.1%) and Case Western Reserve University (8.5%).
- • Publisher-linked university disclosures show the operating fund has outperformed its composite benchmark over 3- and 5-year horizons.
Summary
Ohio State University's $8.6 billion long-term investment pool of endowment assets returned 11.8% for the fiscal year ended June 30, 2025, outperforming the university's benchmark, according to Pensions & Investments reporter Caryl Anne Francia. The report was published August 12, 2025.
The return places Ohio State among a group of higher-education endowments reporting fiscal 2025 results in August. Pensions & Investments also reported that Clemson University Foundation returned 11.1% for its fiscal year and that Case Western Reserve University posted an 8.5% return for fiscal 2025.
Ohio State's own financial disclosures indicate that the university's operating fund portfolio has outperformed its composite benchmark across 3- and 5-year time horizons. The university's investment office notes that policy benchmark figures are preliminary until final benchmark returns are published roughly four months after fiscal year-end, so the benchmark comparison reported here may be subject to revision.
The original article does not provide a detailed asset-class breakdown of the 11.8% return. Readers seeking attribution by strategy or asset class should consult the university's full endowment reporting.
The return places Ohio State among a group of higher-education endowments reporting fiscal 2025 results in August. Pensions & Investments also reported that Clemson University Foundation returned 11.1% for its fiscal year and that Case Western Reserve University posted an 8.5% return for fiscal 2025.
Ohio State's own financial disclosures indicate that the university's operating fund portfolio has outperformed its composite benchmark across 3- and 5-year time horizons. The university's investment office notes that policy benchmark figures are preliminary until final benchmark returns are published roughly four months after fiscal year-end, so the benchmark comparison reported here may be subject to revision.
The original article does not provide a detailed asset-class breakdown of the 11.8% return. Readers seeking attribution by strategy or asset class should consult the university's full endowment reporting.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.