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This article outlines the UGA Foundation’s long-term investment objectives and asset allocation strategy, emphasizing total return management, reinvestment of earnings, and compliance with UPMIFA, along with policies for spending and handling gifted securities.
This article outlines the UGA Foundation’s short-term investment strategy, which uses a three-tier structure to balance liquidity, principal protection, and yield optimization, while maintaining sufficient cash for annual operations.
This article outlines the responsibilities of the UGA Foundation’s Investment Committee, including oversight of investment policies, asset allocation, manager performance, and endowment spending guidelines, with a focus on preserving long-term fund value.
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.