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STUDENTS    FACULTY    STAFF    ALUMNI    COMPLIANCE PARTNERS    GENERAL COUNSEL    Text Only

Finance: Finance
Investment Policy


Approved by: Board of Trustees 
History: Issued --  March 14, 2002
  Revised --  June 4, 2007
  Additional History
Related Policies: Endowment Spending
Additional References:
Responsible Official: Treasurer and Vice President for Finance and Administration  202-319-5606
View Full Version of Policy

                                                         I.    Introduction
                                             II.    Definitions
                                             III.   Procedures and Regulations
                                             IV.   Financial and Investment Objectives
                                              V.   Endowment Spending Policy
                                             VI.   Investment Management Structure
                                            VII.   Portfolio Composition and Asset Allocation
                                           VIII.   Objectives and Guidelines for the Equity Fund
                                             IX.   Guidelines for the Fixed Income Fund
                                              X.   Restrictions on Specific Investments
                                             XI.   Guidelines for Transactions
                                            XII.   Monitoring Objectives and Results
                                           



Last Revised 26-Jun-09 12:38 PM.