Growth Pool definition
Examples of Growth Pool in a sentence
If you do not select an investment pool, the Foundation will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed and Quasi-Endowed Funds into the Diversified Long-Term Growth Pool.
The Growth Pool is managed by multiple investment managers with asset allocation per the University’s investment policy.
If you do not select an investment pool, the Foundation will place the Scholarship Fund into the Diversified Long-Term Growth Pool.
If you do not recommend an investment pool, the Foundation will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed Funds into the Diversified Long-Term Growth Pool.
If you do not recommend an investment pool, the Foundation will generally place non-endowed Gift Funds into the Liquid Reserves Pool and endowed and quasi-endowed Gift Funds into the Diversified Long-Term Growth Pool.
At May 31, 2016 and 2015, the fair value of the University’s primary investment pool (the Growth Pool) amounted to $854.3 and $1,003.7 million, with a cost basis of $796.3 and $871.8 million, respectively.
Please select an investment pool based on the following options: ☐ ☐ ☐ Growth Pool Balanced Pool Money Market Pool Mix/Allocation: 100% Cash/Money Market Funds If this form is being used to open an Endowed Fund and a paired Nonprofit Designated Fund, please select an investment pool for the paired Designated Fund below.
The intent of the University’s policy for its primary investment pool (the Growth Pool), as approved by the Board, is to achieve a rate of return equal to or greater than the respective benchmark, while assuming a moderate level of risk.
Endowment Growth Pool Goal This pool focuses on the long-term returns and providing FOREVER VALUE for endowment beneficiaries.
At May 31, 2015 and 2014, the fair value of the University’s primary investment pool (the Growth Pool) amounted to $1,003.7 and $980.0 million, with a cost basis of $871.8 and $787.8 million, respectively.