UNIVERSITY UNION INVESTMENTS
Adopted: September 1978
Updated: May 9, 2002, March 5, 2008
GENERAL STATEMENT
The position of the University Union in regards to the investing
of funds shall be in a manner consistent with the guidelines
below.
GUIDELINES AND PROCEDURES
All investments of Union funds shall be in a manner which provides:
1) security of funds,
2) necessary accessibility for fund usage, and
3) optimum return on investment.
Without negation of security, availability, or interest income, the Union Board of Directors intends that University Union funds
will not be invested in a manner, which will support the continuation of any corporation's overseas business practices when those
business practices are shown to provide a negative impact on the society of the country or countries involved. Further, it is the
Union Boards' intent that Union funds will be invested in a manner that is consistent with present and/or future State of California
policies and/or laws regarding socially responsible investment practices for the State Pooled Money Investment Fund (LAIF) or
similar Investment Option.