Subcommittee on Investments, 1984 and 1986, 1990 - 1996, 1984-1996

Subcommittee on Investments, 1984 and 1986, 1990 to 1995: ---------------------------------------------------------------------------------------------- Folder 01: []Annual Review of Portfolios, June 1984 and 1986 ---------------------------------------------------------------------------------------------- Folder 02: []March 2, 1990 - Minutes of the Finance Committee []March 30, 1990 - Investment Summary [] December 31, 1990 - Performance Evaluation ---------------------------------------------------------------------------------------------- Folder 03: Investment Results and Investment Policies 1991 []January 30, 1991 Minutes of the Finance Committee, Educational and General Budget, Auxiliary Enterprises Budget, Investment Performance Results [] To Dig or Not to Dig, Finance Committee Meeting, February 14, 1991 [] Pending Gifts for the Science Center [] Capital Campaign Revenue []Finance Committee Agenda February 28, 1991 [] Statement of Investment Objectives and Policies, December 3, 1990 [] Introduction to Jeffrey Slocum and Associates [] Economic Strategy and Portfolio Policy, January, 1991 [] Short Term Investment Policy February 12, 1991 []Investment Policy for Campaign Monies, Feb. 12, 1991 []Investment Performance Analysis, March 31, 1991 ---------------------------------------------------------------------------------------------- Folder 04: []October 10, 1991- CSB Investment Advisor Reports ---------------------------------------------------------------------------------------------- Folder 05: [] April 27, 1993 - CSB Investment Advisor Reports, Follow Up Notes from Investment Committee Meeting [] April 28, 1993 - Statement of Investment Objectives and Policies []June 30, 1993 - Investment Performance Analysis ---------------------------------------------------------------------------------------------- Folder 06: [] August 9, 1993 - Notes Meeting, CSB Investment Advisor Reports [] September 29, 1993 - Financial Plan for Student Center/Athletic Building, Declaration of Official Reimbursement Intent [] November 1, 1993 - Agenda and Minutes [] December 6, 1993 - Statement of Investment Objectives and Policies [] December 10, 1993 - Minutes, Underwriter(s) For Bond Issue ---------------------------------------------------------------------------------------------- Folder 07: [] January 10, 1994 - Investment Strategies: SJU Investment Performance Analysis [] January 24, 1994 - Investment Committee [] February 11, 1994 - Minutes of the Finance Committee [] February 28, 1994 Memo to Investment Committee about equity side of the investment portfolio [] March 4, 1994 - Statement of Investment Objectives and Policies [] March 4, 1994 - Agenda and Minutes, Revision of Auxiliary Budget, Functions of the Finance Committee [] March 18, 1994 - Hedge Fund of Funds [] April 15, 1994 - Minutes of Finance Committee Teleconference, Support Staff Market Compensation Plan ---------------------------------------------------------------------------------------------- Folder 08: [] March 4, 1994 - Statement of Investment Objectives and Policies ---------------------------------------------------------------------------------------------- Folder 09: [] August 11, 1994 - Piper Institutional Government Income Portfolio [] August 19, 1994 - Agenda and Minutes of Investment Committee [] November 16, 1994 - Statement of Investment Objectives and Policies [] December 14, 1994 - Correspondance about Financial Plan [] December 31, 1994 - Investment Performance Analysis [] February 16, 1995 - Minutes of the Investment and Finance Committee Meeting [] April 17, 1995 - Summary of Changes in the CSB Financial Statements [] May 4, 1995 - Agenda and Minutes of Investment Committee, The Common Fund ---------------------------------------------------------------------------------------------- Folder 10: [] July 20, 1995 - Memo of Minutes of Phone Meeting on June 7, 1995; Common Fund Update, Piper Update and Line of Credit [] August 10, 1995 - Agenda []December 7, 1995 - Minutes and Agenda []December 31, 1995 - Investment Performance Analysis []March 8, 1996 - Minutes of Finance Committee [] May 16, 1996 - Minutes and Agenda [] May 19, 1996 - Minutes, Flash Report []August 14, 1996 - Minutes and Agenda []June 30, 1996 Financial Statements and Independent Auditors' Report ---------------------------------------------------------------------------------------------- Folder 11: []March 31, 1996 - Investment Performance Analysis []September 30, 1996 - Investment Performance Analysis []October 23, 1996 - Asset Allocation of the Endowment Fund []October 25, 1996 - Minutes []November 18, 1996 - Minutes and Asset Allocation Study [] December 18, 1996 - Minutes of the Investment Committee []December 31, 1996 - Investment Performance Analysis ---------------------------------------------------------------------------------------------- Folder 12: [] December 6, 1996 - Multiple asset class search, Fixed Income Search ----------------------------------------------------------------------------------------------