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UTIMCO Homepage    Home > Policies & Guidelines Thursday, July 03, 2008  

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Policies & Guidelines
 Investment Related
  1. Investment Policy Statements
    • PUF Investment Policy Statements
    • GEF Investment Policy Statements
    • PHF Investment Policy Statements
    • LTF Investment Policy Statements
    • SIF Investment Policy Statements
    • STF Investment Policy Statements
    • ITF Investment Policy Statements
  2. Other Investment Policies
    • Valuation Policy for Alternative Assets
    • Distributed Stock Policy
    • Soft Dollar Policy
    • Proxy Policy
    • Securities Lending Policy
    • Derivative Policy
    • Liquidity Policy
    • Procedure for Calculating Liquidity
    • Investment Performance Reporting Error Correction Policy
    • Allocation Policy for Non-Endowment Funds
    • Mandate Categorization Procedure
  3. Delegation of Investment Authority

 Corporate
  1. Compliance Policies and Guidelines
    1. Ethical Standards
      • Code of Ethics Policy
      • AIMR Ethical Standards
    2. Compliance Forms
      • Admin. Info. Resources Comp Form
      • Certificate of Compliance
      • Certificate of Compliance Option to Review
      • Ethics Compliance Statement Form
      • Ethics Compliance Statement Key Employee
    3. Disclosure Forms
      • Disciplinary Action Disclosure Statement Form
      • Financial Disclosure Form
      • Transactional Disclosure Form
    4. Other Policies
      • Policy for Security of Information Resources
      • UTIMCOs Open Meeting Policy Summary
      • UTIMCOs Compliance Training Policy
  2. Contracts
    • IMSA between BOR and Comptroller
    • IMSA between BOR and UTIMCO
    • Memorandum of Understanding between BOR & Comptroller
  3. Corporate Governance
    • Articles of Incorporation
    • Bylaws
    • Organization Chart
    • Audit and Ethics Committee Charter
    • Risk Committee Charter
    • Compensation Committee Charter
    • Charter of the Policy Committee
  4. Statutory and Constitutional Provisions
    • Links to Government Statutes Relating to UTIMCO
    • Education Code 66.08
 
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