Investment Policy

Abstract

The purpose of this Investment Policy Statement (“IPS”) is to establish guidelines for the ongoing oversight and management of Campbell University’s Managed Funds (the “Fund”), focusing on areas that most influence investment returns and risks. The Funds are operated for the benefit of the university and its communities of interest and include both endowed and non-endowed funds. This IPS incorporates accountability standards that will be used for monitoring the Fund’s investment program and evaluating the contributions of the Discretionary Investment Adviser (the “Adviser”).

Policy Number

FIN_001_V2.0

Date Effective

1-24-2024

Document Type

Policy (restricted access)

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