Treasury and Investment

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The treasury and investment constituent group is made up of those who have an institutional responsibility for the treasury, investment and financial services functions in universities and colleges. The activities of this group will also be of interest to those who are responsible for the management of the special funds such as the pension fund. Whatever the institutional structure, every institution has someone who will benefit from the activities of this group and take advantage of the networking opportunities as well as of the annual seminars that are organized by the committee. The main activities in this constituent group are those coordinated by a National Committee, an annual investment survey, an annual seminar on treasury and investment matters, a specific listserv, occasional articles in the University Manager magazine and occasional workshops on hot topics. Resources Committee Information: Mission statement Annual report Committee members Volunteer Handbook Conference Planning Manual Minutes and calendar of meetings Institutional Shared Information: Job Descriptions Investment Policies Payout Policy Donor Reports Investment Manager Mandate Investment Manager Performance Reports Call for Proposal Debt Management Policies Other Information: Workshop Investment 101 Investment Survey Debt Management Guide Replies to questions posted on the Treasury listserv Pension and Treasury Contacts Listserv CUTO Related Links