Reports

Dalhousie University publishes the following reports each year:

Annual Financial Report - This report is released each June indicating the University's financial position for the prior March 31st (year end).

Budget Advisory Committee (BAC) Report - There are two types of BAC reports, operating budget plans and discussion papers.

Audit Report - Public Sector Compensation Disclosure - This is required disclosure pursuant to the Public Sector Compensation Disclosure Act.  All queries should be directed to Human Resources.

Dalhousie Pension Trust Fund Annual Financial Statements - These statements are released each October presenting the financial position of the Pension Trust Fund for the prior June 30th year end.  This is on the Dalhousie Pension Plan website.

Dalhousie Retirees' Trust Fund Annual Financial Statements and Report - These statements are released each October presenting the financial position of the Retirees' Trust Fund for the prior June 30th year end and the annual report to retirees.  This is on the Dalhousie Pension Plan website.

Interim PTF & RTF Investment Performance - Quarterly updates on the interim performance of the Pension Trust Fund and Retiree's Trust Fund.  This is on the Dalhousie Pension Plan website.

Investment Committee/PTF & RTF Trustees Reports - Annual and semi-annual reports to the Board of Governors on the investment activities and results of the Endowment Funds, Pension Trust Fund and Retiree's Trust Fund. 

Operating Budget Report - This report is released in June outlining the recommended budget for the University fiscal year.

Annual Report on Investment Holdings  - Annual report to the Board of Governors dated March 31, 2018  [pdf 76KB]