Investment Policy and Guidelines for Trust and Endowment Funds

Last updated:
Investment Policy
PDF · 226.97 KB · Approved May 2012
Policy Details
Policy number
2.7.2012.B
Policy category Financial
Responsible department
Vice-President, Finance and Administration
Approval authority Board of Governors
Original approval date
Next review date

Policy Summary

The Investment Policy and Guidelines for Trust and Endowment Funds provides a framework for the prudent investment and management of Nipissing University’s trust and endowment assets. It sets out investment objectives, performance expectations, and governance standards to help ensure the long-term sustainability and effective management of these funds. 

In this policy, you will find:

  • Purpose 
  • Scope 
  • General
  • Definitions 
  • Policy
  • Investment Manager Responsibilities
  • Audit and Finance Committee Guidelines