Policies
Clarity - Consistency
Policies identifying a timetable for retention and destruction of documents and records are implemented at a departmental level. Department heads will periodically review currently-used records and forms to determine the adequacy, appropriateness, and timeliness of each record and form.
The university requests an annual disclosure of potential conflicts of interest by its Trustees and key employees as well as their family members. Completion of the Policy on Conflicts of Interest and its accompanying Disclosure Statement allows the University Compliance Officer to report to the Board of Trustees' Audit Committee for its determination as to which activities may present a conflict of interest. Following this protocol allows the University to unconditionally rely on the integrity of its Trustees and to confidently pursue its mission and vision.
This Statement of Investment Policies and Objectives is issued by the Board of Trustees of Chapman University to articulate the investment policies which govern the management of the Endowment Funds ("the Endowment").
The purpose of this Statement is to provide a basis for discussion and decision making by the Board of Trustees, the Investment Committee, and the external investment managers for the Endowment. This Statement will be reviewed periodically by the Investment Committee, and modified as conditions warrant. Both the Investment Committee and its investment consultant(s) are expected to propose revisions in the guidelines at any time the existing guidelines would impede meeting the Endowment’s investment objectives.
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