General University of Maine Publications

Document Type


Publication Date


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


publisher's version of the published document

Rights and Access Note

This Item is protected by copyright and/or related rights. You are free to use this Item in any way that is permitted by the copyright and related rights legislation that applies to your use. In addition, no permission is required from the rights-holder(s) for non-commercial uses. For other uses, you need to obtain permission from the rights-holder(s). For more information, contact Special Collections.



Rights Statement

In Copyright - Non-Commercial Use Permitted