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Investment Performance

Fiscal Year 2012

• March 31, 2012: Report
• December 31, 2011: Report
• September 30, 2011: Report

Previous Years

• June 30, 2011: Report | Summary
• June 30, 2010: Report | Summary
• June 30, 2009: Report | Summary
• June 30, 2008: Report | Summary
• June 30, 2007: Report | Summary
• June 30, 2006: Report

Note: The endowment pool managed by the UI Foundation is labeled as the "long-term investment pool" on the above documents.

Online Reports

• Financial Reports
• Investment Performance Reports

Forms

• Payment Authorization Form
• Gift Deposit Form
• Investment Request Form
• Divestment Request Form
• Account Representative Form

Policies and Procedures

• UIF Spending Policy (New Spendable Payout Model)
• Donor Account Spending
• UI Operations Spending Policy
• Investment Policy Statement
• Depositing Gift Funds
• Deposit Procedures
• Non Gift Funds Policy

Contact Us

Natasha Houselog
Account Services Coordinator
natasha-houselog@uiowa.edu
(319) 467-3662

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