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- Knowledge Base
- UGA Foundation Policies & Procedures
- Investments
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.
- Knowledge Base
- UGA Foundation Policies & Procedures
- Investments
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.
- Knowledge Base
- UGA Foundation Policies & Procedures
- Investments
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.
- Knowledge Base
- UGA Foundation Policies & Procedures
- Investments
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.