USI LOGO
University of Southern Indiana foundation
campus photo

Make a gift now

blue
how your gift helps
your opportunities for giving
how to make your gift
benefits of giving
About USI Foundation:

Board of Directors
Staff
The Foundation's Contribution to USI
Fund Raising Policy
Assets
Investment Policy
Past Success

How to Give
Tax Information

2008-09 Board Book



Foundation Home Foundation Calendar Contact Us

E-mail Us
USI Home
Search USI Web

google search

Investment Policy

Asset Allocation Guidelines
SECTION III: REBALANCING THE PORTFOLIOS

The Committee, with assistance from the investment consultant, will be responsible for monitoring asset class exposures in the Portfolio.  On a periodic basis, the Portfolio's current asset mix will be evaluated.  Market values of assets at quarter end will be used for this evaluation.

 If the total market value of a Portfolio's asset components (when stated as a percentage of total assets) lies outside the ranges established within this IPS, the Committee may request the appropriate investment manager(s) to adjust their portfolio to rebalance the total plan into a position of policy compliance.

SECTION I: GENERAL ASSET ALLOCATION GUIDELINES
SECTION II: ASSET CLASS/STYLE DIVERSIFICATION
SECTION IV: RESTRICTIONS



Academics | Calendar | Athletics | Visitors | Events and News | Administration

8600 University Boulevard - Evansville, IN 47712-3596 - 812/464-8600

Copyright © 2008 University of Southern Indiana. All rights reserved.

EMBOSSED USI LOGO