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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: 12/05/2016
Last Reviewed: 12/05/2016

 

I.  PURPOSE

This Investment Policy Statement (IPS), set forth by the Rowan University Board of Trustees (BOT), dictates the investment and management of the "Managed Assets" of Rowan University (the "University") to:

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The following Managed Asset allocation mix should be followed by the Investment Committee and maintained by the Foundation's investment managers: 

Short Term (less than one year)

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