Investments
INVESTMENT REMINDER
The next deadline for receipt of investment or divestment requests is June 30th. All requests received after that date will be processed in the next quarter ending September 30, 2009. If you have questions about your UI Foundation accounts, please contact Account Services at 335-3305.
Deadlines for investment/divestment requests are the last date of each quarter:
- December 31
- March 31
- June 30
- September 30
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)
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