Operating Budgets

Investment Reports

Investment Policy

Current investment policy: Investment Policy

The Investment Policy was approved or revised by the Board of Trustees on the following dates:

Reaffirmed – August 28, 2023
Reaffirmed – August 29, 2022
Reaffirmed – August 30, 2021
Reaffirmed – August 31, 2020
Revised – August 26, 2019
Revised – August 27, 2018
Reaffirmed – August 28, 2017
Reaffirmed – August 29, 2016
Revised – March 2, 2015
Revised – August 25, 2014
Revised – March 24, 2014
Revised – September 23, 2013
Revised – June 24, 2013
Reaffirmed – August 27, 2012  

Other Financial Information