Transcription of UCLA Foundation IPS
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UCLA Foundation IPS
The UCLA Foundation investment policy STATEMENT. FOR ENDOWED investment POOL. Confidential: Do Not Distribute, Duplicate or Store Electronically On 9-5-2012, the investment Steering Committee reviewed the IPS, and recommended approval by the Foundation Board of Directors Reviewed by UCLA investment Company Board of Directors, September 18, 2012. Approved by The UCLA Foundation Board of Directors, September 21, 2012. First Proposed modifications approved by UCLA investment Company Board of Directors and The UCLA Foundation Board of Directors, June 2, 2014. Second Proposed modifications approved by UCLA investment Company Board of Directors and The UCLA Foundation Board of Directors, March 14, 2017.
The UCLA Foundation Page 4 of 8 Investment Policy Statement return of at least 5% per year over the long term, net of cost. Attainment of this objective will enable
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