Investment
| Policy Name | Description | Compliance Driver | Applicability | Last Review |
|---|---|---|---|---|
Policy determines annual spending limit(s) from University endowment funds |
Fiduciary Duty; Illinois Uniform Prudent Management of Institutional Funds Act |
Faculty OR Staff | 06/07/2013 |
|
Governs the management of the investment portfolios of the University and guides the Investment Policy Committee, staff, and any consultants in managing the University’s invested assets. |
Fiduciary duty |
Faculty OR Staff | 02/22/2024 |
|
Governs the investment of assets of the Loyola University Employees' Retirement Plan ("LUERP" or "the Plan"). |
Fiduciary duty |
Faculty OR Staff | 02/28/2024 |
|
Describes process for establishing, funding or terminating quasi-endowment funds |
Fiduciary duty, best practice |
Faculty AND Staff AND Donors | 09/07/2007 |
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