Part 4 Subpart 4-8 Investment Policy

Sec. 4-808. Evaluation of Investment Managers.

Investment managers shall be reviewed and evaluated on the following:

  1. Ability to exceed the performance objectives stated in this subpart.
  2. Adherence to the philosophy and style articulated to the University at, or subsequent to, the time the investment manager was retained.
  3. Ability to exceed the performance of other investment managers who adhere to the same or similar style.
  4. Continuity of personnel and practices at the firm.
  5. Additional criteria established by the University.

Investment managers shall immediately notify the University in writing of any material changes in its investment outlook, strategy, portfolio structure, ownership or senior personnel.