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Long-Term Investments

Bursar and Treasury Services

View Official Policy: Long Term Investment Policy

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

Responsibilities

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

Date Issued:

Last Reviewed/Updated: