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Marie Berggren
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Treasurer of the Regents


Current Policies
(policies adopted by The Regents of the University of California)

6000: Policies Pertaining to Investment Matters

  • 6101: Investment Policy Statement for UCRP

  • 6102: Investment Policy Statement for General Endowment Pool

  • 6103: Policy Establishing the Investment Advisory Group

  • 6104: Policy on Conflict of Interest Regarding Assets Managed by the Treasurer

  • 6105: Policy on Disclosure of UCRP and GEP Investments-Related Information

  • 6106: Policy on Total Return Expenditure on Regents' General Endowment Pool Assets

  • 6107: Policy on Endowment Administration Cost Recovery on Regents' Assets

  • 6108: Total Return Investment Pool Policy Statement

  • 6109: Short Term Investment Pool Investments Guidelines

  • 6110: Policy on Disclosures Regarding Use of Placement Agents for the University of California Retirement System Investments

  • 6201: Investment Policy for the University of California Campus Foundations

  • 6301: Policy to Exclude Securities of Companies Manufacturing Tobacco Products from Index Funds and to Continue Existing Exclusion from Actively Managed Funds

  • 6302: Policy on Divestment of University Holdings in Companies with Business Operations in Sudan

Policy Benchmarks

 


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