Summary
This article summarizes the UGA Foundation’s investment policy, outlining the management of short-term and long-term funds under the oversight of the Investment Committee, which reports to the Board of Trustees.
Body
Overview
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.