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Treasury & Investments


The following are the treasury and investment policies and procedures:

Endowment Management Policy The Endowment Management Policy details the University's policy regarding management of the Dalhousie Endowments. The document also addresses the principles and objectives underlying the policy. [PDF - 24 KB]
Jan 1990
Endowment Spending Guidelines This document provides information on the calculation of spending allotments for both pre-existing and new University endowments. [PDF - 27 KB]
Jun 2013
Endowment Spending Guidelines for Low Carbon Investment Option Spending guidelines. [PDF- 26KB]  Feb 2016
Capital Project Endowments This document outlines the terms and conditions associated when gift and pledge payments are received prior to the commencement of construction. [PDF - 21 KB]
Dec 2000
Statement of Investment Policy & Guidelines - Endowment Policies and guidelines governing the investment of the endowments. [PDF - 69 KB] Mar 2017
Statement of Investment Policy & Guidelines - Pension Trust Fund
Policies and guidelines governing the investment of the pension trust fund.[PDF - 83 KB]  Found on the Dalhousie Pension website.
May 2014
Statement of Investment Policy & Guidelines - Retiree's Trust Fund
Policies and guidelines governing the investment of the retiree's trust fund.[PDF - 83 KB]  Found on the Dalhousie Pension website. May 2014
Expendable Funds
The purpose of this policy is to establish operating guidelines which will facilitate effective management of Dalhousie’s balances in its expendable funds.  [PDF - 38 KB] Oct 2014