Investments

Investment Policies, Procedures, and Performance

• Investment Policy Statement
• Quarterly Performance Summary
• Investment Performance and Asset Allocation
• Investment Spending Policy FAQ

Investment/Divestment Procedure

1. Minimum amount for investment -- $5,000
2. Done on a quarterly basis
3. Plan spending needs ahead -- deficits are not permitted
4. Investment/Divestment Request Form

Endowment Types

1. Permanent Endowment
2. Quasi-Endowment
3. Non-Endowed

Investment Pools

1. Long-term pool -- higher rates of return/higher risk (7+ years)
2. Intermediate pool -- moderate risk/moderate rates of return (4 to 6 years)
3. Short-maturity pool -- lower risk/lower rates of return (1 to 3 years)