Reports

Dalhousie University publishes the following reports each year:

Endowments:

Annual Report on Investment Holdings - Annual report to the Board of Governors dated March 31, 2020 [PDF 278 KB]

Pension Plan:

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

Dalhousie Pension Plan Annual Reports -  This report is from the Plan Administrator providing an overview of the Plan's membership and governace.  Information on the funded status of the plan as reported by the most recent actuarial valuation, and presents the investment performance and financial position for the fiscal year ending June 30th.  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 actitities and results of the Endowments Funds, Pension Trust Fund and Retirees' Trust Fund.