Policies

USF Board of Trustees Finance Policies

USF Investment Policy

The University Treasurer is responsible for managing the University's operating investment portfolio and for providing oversight of the investment portfolios of the University DSOs and CUs, pursuant to the USF Investment Policy.

USF Debt Management Policy

The University Treasurer is responsible for managing the University's debt portfolio and for providing oversight of the debt portfolios of the University DSOs and CUs, pursuant to the USF Debt Management Policy.

USF Derivatives Policy

The University Treasurer is responsible for managing the University's derivatives portfolio and for providing oversight of the derivatives portfolios of the University DSOs and CUs, pursuant to the USF Derivatives Policy.

USF Real Property Policy

The University Treasurer is responsible for providing fiscal oversight for the real property acquisitions or sales covered by the USF Real Property Policy at the closing.

Finance Policy Reports

Pursuant to the USF Investment, Debt Management and Derivatives Policies, reports are provided to the USF Board of Trustees on an annual basis.