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Subcommittee on Investments, 2000- 2001, 2000-2001

 File
Identifier: AC 04.07.F03 Box 03

Scope and Contents

CSB Investment Committee Meeting 2000-2003: ---------------------------------------------------------------------------------------------- Folder 01: [] February 2000 - Statement of Policies and Responsibilities Statement of Investment Objectives and Guidelines [] February 9, 2000 - Discussion Materials: Recommendations. Market Update [] February 9, 2000 - Finance/Investment Committee Minutes ---------------------------------------------------------------------------------------------- Folder 02: [] March 31, 2000 - Investment Control Report: Asset Allocation, Investment Returns, Analysis of Investment Returns, Notes, Current Market ---------------------------------------------------------------------------------------------- Folder 03: [] May 17, 2000 - Minutes, Roles of Management, Investment Consultant, Investment Committee and Board of Trustees, Endowment Fund Asset Allocation as of April 30, 2000 [] June 30, 2000 - Investment Control Report: Asset Allocation, Investment Returns, Analysis of Investment Returns, Notes, Current Market ---------------------------------------------------------------------------------------------- Folder 04: [] August 15, 2000: Agenda and Minutes, Role of Management, Forth Quarter Report, Investment Control Report, Review Committee Functions, Review Statement of Policies and Responsibilities and the February 2000 copy of the Statement of Investment Objectives and Guidelines, ---------------------------------------------------------------------------------------------- Folder 05: [] September 30, 2000 - Investment Control Report: Asset Allocation, Investment Returns, Analysis of Investment Returns, Notes, Current Market ---------------------------------------------------------------------------------------------- Folder 06: [] November 16, 2000 - Agenda and Minutes, Copy of Investment Control Report; Sept. 30, 2000, Discussion Materials: Capital Market Performance, Spending, U.S Equity Portfolio ---------------------------------------------------------------------------------------------- Folder 07: [] December 31, 2000 - Investment Control Report: Asset Allocation, Investment Returns, Analysis of Investment Returns, Notes, Current Market ---------------------------------------------------------------------------------------------- Folder 08: [] February 6, 2001 - Agenda and Minutes, Constant Growth Spending Policy, Analysis of Spending Options ---------------------------------------------------------------------------------------------- Folder 09: [] March 31, 2001 - Investment Control Report: Asset Allocation, Investment Returns, Analysis of Investment Returns, Notes, Current Market ---------------------------------------------------------------------------------------------- Folder 10: [] May 10, 2001: Agenda, Third Quarter Report ---------------------------------------------------------------------------------------------- Folder 11: [] June 30, 2001 - Investment Control Report: Asset Allocation, Investment Returns, Analysis of Investment Returns, Notes, Current Market ---------------------------------------------------------------------------------------------- Folder 12: [] August 29, 2001: Discussion Materials: Market and Manager Performance Overview, Contribution Analysis, Comparative Asset Allocation, Comparative Returns, U.S Equity Portfolio Analysis, Percentile Ranking Memorandum, Percentile Ranking Exhibit, Rebalancing Exhibit, Agenda and Minutes ----------------------------------------------------------------------------------------------Folder 13: [] September 30, 2001 - Investment Control Report: Asset Allocation, Investment Returns, Analysis of Investment Returns, Notes, Current Market ---------------------------------------------------------------------------------------------- Folder 14: [] November 15, 2001 - Minutes and Agenda, Discussion Materials: Market Overview, MFS Analysis, Rebalance Exhibit, Appendix ---------------------------------------------------------------------------------------------- Folder 15: [] December 31, 2001 - Investment Control Report Asset Allocation, Investment Returns, Analysis of Investment Returns, Notes, Current Market ----------------------------------------------------------------------------------------------

Dates

  • 2000-2001

Extent

1 Box

Language of Materials

From the Collection: English

Immediate Source of Acquisition

04.07

Physical Facet

File, Document

Repository Details

Part of the College of Saint Benedict Archives and Special Collections Repository

Contact:
College of Saint Benedict Archives
37 S. College Ave.
Saint Joseph Minnesota 56374 United States
320-363-5019