|
Investment Policy
Asset Allocation Guidelines
SECTION IV: RESTRICTIONS
The following securities and transactions are not authorized in the
Portfolio:
-
Letter stock and other unregistered securities
-
Commodities or other commodity contracts
-
Short sales and margin transactions
-
Securities lending is restricted to daily mark to market transactions with excess collateral coverage
-
Option writing (such as covered calls) and futures trading activities are restricted to bona fide hedge purposes only.not for speculative transactions
-
Use of derivatives for speculative purposes
-
Other securities, not mentioned in the Policy, except by Committee approval
SECTION I: GENERAL ASSET ALLOCATION GUIDELINES
SECTION II: ASSET CLASS/STYLE DIVERSIFICATION
SECTION III: REBALANCING THE PORTFOLIOS
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.

