General University of Maine Publications

Document Type

Other

Publication Date

5-28-2019

Abstract/ Summary

This statement of Investment Guidelines and Objectives was developed to assist the University of Maine System (UMS) in carrying out its fiduciary responsibilities related to funds held for others and for the conservation and use of the assets of the Endowment Fund. The System uses a pooled investment approach. The Managed Investment Pool (The “Pool”) included the following four components: • Endowments of the University of Maine System (except where the donor requires the funds to be separately invested) and endowments for: o University of Maine at Fort Kent Foundation, o University of Southern Maine Foundation, o John L. Martin Scholarship Fund, Inc., • The University of Maine School of Law Foundation, • The UMS Other Post Employment Benefit (OPEB) Trust, and • Maine Maritime Academy endowments

Version

publisher's version of the published document

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