Investment of Corporate Funds

AUI shall maintain a written policy governing the investment of Corporate funds. The written policy will be developed by the AUI Executive, reviewed by the Board of Trustees’ Operations and Administration Committee and approved by the Board of Trustees. The AUI Executive shall implement the policy and report the results on a regular basis to the Operations and Administration Committee, the Board’s Executive Committee, and the Board of Trustees. The Operations and Administration Committee is also responsible for monitoring the performance of AUI investments, making fund manager and investment vehicle changes consistent with the Board-approved policy. The Operations and Administration Committee shall also review the investment policy on a periodic basis and make recommendations to either affirm the existing policy, or to change the policy, to ensure that the policy properly supports the Corporation’s long and short term financial requirements.

Click here for the AUI Investment Policy Statement.