The University of Georgia Foundation Investments :: UGA Foundation

 


Investments

Effective Date: 01/01/2004
Last Updated: 03/10/2014
Policy Owner: Moffett, Chrissy

All University of Georgia Foundation funds shall be invested according to the policies defined by the Foundation's Investment Committee and in accordance with the Board of Trustees.  The investment strategy is defined in two broad categories:

  • Short-term/non-endowed funds and operating funds
  • Long-term/endowed funds

MANAGEMENT OF FOUNDATION INVESTMENTS

The Board of Trustees vests authority to recommend and implement investment policy with the Committee.  This Committee reports to the Board at each meeting regarding the status of the Foundation's investments and results as well as reports any recommended changes in investment policy to the Board.