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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: 111/16/20192020
Last Reviewed: 111/16/20192020
I. PURPOSE
- This Statement is set forth by the Rowan University Board of Trustees (the "BOT") in order to:
- Clearly define and assign the responsibilities of all involved parties.
- Clearly identify the goals, restrictions and requirements required by all involved parties regarding the investment and management of the University's Managed Assets.
- Establish a basis for evaluating investment results.
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