Investments
QUARTERLY INVESTMENT DEADLINES
Deadlines for investment/divestment requests are the last date of each quarter:
- September 30
- December 31
- March 31
- June 30
Learn more about investment policies and performance, the investment/divestment procedure, endowment types, and the investment pool.
Investment Policies and Performance
Quarterly Investment/Divestment Procedure
- Plan spending needs ahead—deficits are not permitted
- Investment Request Form
- Divestment Request Form
- Quarter-end transaction schedule
Endowment Types
- Permanent Endowment
- Quasi-Endowment
- Non-Endowed
Investment Pools
- Short-maturity pool—lower risk/lower rates of return (1 to 3 years)
- Intermediate pool—moderate risk/moderate rates of return (4 to 6 years)
- Long-term pool—higher rates of return/higher risk (7+ years)