Regent Policy Documents

SECTION 31: TRUST AND INVESTMENT POLICIES

31-9 INVESTMENT POLICY STATEMENT

(Formerly 91-11)

Objectives and Guidelines for the Principle Fund and the Investment Objectives and Guidelines for the Income Fund are adopted. The full document may be obtained from the University of Wisconsin System Trust Fund Office.

History: Res. 5946 adopted 11/8/91; amended by Res. 5999, 2/92; Res. 6260, 11/92; Res. 6343, 3/93; Res. 6487, 9/93; Res. 7364, 12/96, Res. 7776, 10/98; Res. 7776, 10/98; Res. 8090,3/00; Res. 8325,3/01, Res. 8640, 12/02. rescinded and replaced by Res. 9419, 12/7/07. Original document dated 12/8/83.


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The Regent Policy Documents were adopted and are maintained pursuant to the policy-making authority vested in the Board of Regents by Wis. Stats. § 36. The Regent Policy Documents manifest significant policies approved by the University of Wisconsin System Board of Regents. This document is a ready reference for those charged with carrying out these policies. Unless noted otherwise, associated documents and reports may be obtained from the Office of the Secretary of the Board of Regents, 1860 Van Hise Hall, 1220 Linden Drive, Madison, WI 53706, ph 608-262-2324. http://www.uwsa.edu/bor/policies/