Purpose

The committee reports to the vice president for business and financial affairs/chief financial officer. The committee will periodically meet with external financial advisors to solicit investment guidance.

The purpose of the committee is to:

1. Review the investment policy to define objectives, allowable investmnets and target asset allocation, and recommend any modifications.
2. Monitor investment performance.
3. Review the portfolio performance quarterly and overall adherence to the investment policy and report results to the vice president for business and financial affairs/chief financial officer.

Membership:
assistant vice president finance and business auxiliaries, director of financial services, grants & contracts supervisor, investment accountant, and the dean of student success
 

(updated 2/25/2013)