Financial Records

Requestor
Albanese, Frank
Organization
Financial Investment News
Initial Request Date
10/04/2021
Status
No Responsive Records
Request Completion Date
10/13/2021

I am writing to request the institution’s full quarterly endowment investment performance reports for the periods ending December 31, 2019, June 30, 2020, December 31, 2020 and June 30, 2021 or any reports/documents that details/lists the institution’s investment managers, investment strategies and the amount invested with them for the aforementioned periods. Please provide any investment reports for endowment and cash management pools, separately invested funds and foundation records.

Additionally, I would like to request the institution’s investment policy statement, investment committee/subcommittee meeting minutes for the period of June 30, 2020 through June 30, 2021 as well any schedule or documentation of upcoming investment committee/subcommittee meetings for the period of June 30, 2021 through June 30, 2022.

Request ID
2022-111