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Title: BOT Investment Statement (Investment Policy)
Subject: Board of Trustees
Policy No: FIN: 2015:19
Applies: University-Wide
Issuing Authority: President
Responsible Officer: Senior Vice President for Finance and CFO
Adopted: 06/10/2015
Last Revision: 1/16/2020
Last Reviewed: 112/1603/2020


  1. This Statement is set forth by the Rowan University Board of Trustees (the "BOT") in order to:
    1. Clearly define and assign the responsibilities of all involved parties.
    2. Clearly identify the goals, restrictions and requirements required by all involved parties regarding the investment and management of the University's Managed Assets.
    3. Establish a basis for evaluating investment results.