Columbia University Endowment Reinvestment Process High-Level Overview

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Presentation transcript:

Columbia University Endowment Reinvestment Process High-Level Overview Email should include: FAS accounts and amount Reason for reinvestment (examples) The statement “I have verified the endowment’s terms and restrictions do not prohibit reinvestment.” Reviews fund terms and restrictions to ensure reinvestment is compliant Submits an endowment reinvestment email School/Office Copy of endowment reinvestment request Reviews and approves reinvestment request Controller – Endowment Admin Controller – Financial Reporting & Operations Copy of endowment reinvestment request Reinvestment is processed