FGCU Advancement Investments

Investment Philosophy

The Finance Committee is charged with the responsibility of maintaining and enhancing the Foundation's investments. The primary investment objective of the Finance Committee is the protection and preservation of the assets, while the secondary objective is the long term growth. As a result, the investment managers shall seek the highest possible return consistent with a prudent regard for legal considerations, fiduciary responsibility, and safety of capital. 

Additional information regarding investment managers, asset allocation, disbursement policies, and administrative fees can be obtained by contacting Gerard Carrington, Assistant Vice President at 239-745-4365 or by e-mail at gcarring@fgcu.edu.

 

Frequently Asked Questions

  • What is the overhead charged by the institution against endowed funds?

  • What is the institution's investment policy statement's allocation? How much in equity, bonds, etc?

  • Who is the investment Outsourced Chief Investment Officer (OCIO)?

  • What is the endowment's spending policy?

  • Regarding spending, the foundation disburses funds using a three year rolling average. For a new fund, is the first year distribution the full 4.0% or is it only 1/3 of 4.0%?