Banking & Investments

Treasury Operations is responsible for general investment management activities, including execution of cash and investment transactions and maintaining relationships with banking partners and investment fund managers.

General guidelines for bank accounts, use of the University of Iowa name and Tax ID number, and endowment and quasi-endowment funds are in the Operations Manual.

University of Iowa Treasury Operations is responsible for managing investment programs according to policies established by the Board of Regents, State of Iowa.  Board of Regents, State of Iowa Investment Policy

Asset Allocation Policy

Board of Regents, State of Iowa Investment report for 12.31.17

Financial Investment: Management of Complaints

The University of Iowa Center for Advancement is the preferred channel for private contributions that benefit the University of Iowa.