This investment policy statement: 

• Defines the role and responsibilities of the University of Georgia Investment Committee
• Defines and identifies the various pools of funds (i.e. Endowment and Loan Funds),
• Specifies the appropriate investment objectives and time horizons for the pools,
• Identifies the appropriate types of investments for the pools,
• Describes risk tolerance associated with each pool,
• Specifies the target asset allocation and diversification for each pool,
• Establishes investment guidelines including maturities, spending policy, custody, and
  collateralization,
• Outlines the criteria for performance evaluation, management, reporting and monitoring
  of the assets,
• Discusses the use of investment managers,
• Outlines University policy and procedure to ensure ethical and prudent action

Responsible University Senior Administrator: Vice President for Finance & Administration

Responsible University Administrator: Associate Vice President - Finance Division

Policy Owner: Bursar and Treasury Services Division

Policy Contact: Judy Scott

Phone Number: 706-542-2542