1. Columbia University Endowment Reinvestment Process High-Level Overview
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
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