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Electronic Reports Investment Disclosure  

    
Designated person to handle University of North Texas inquiries:
Carolyn Whitlock
1155 Union Circle #310500
Denton, Texas 76203-5017
(940) 565-4040
carolyn.whitlock@unt.edu

Disclosure investment questions:
The University uses no outside investment advisors or managers.
The University has no soft dollar arrangements.
The University is associated with an endowment or foundation: University of North Texas Foundation.

The University does not pay directly for brokerage services (except for infrequent sales of donated stock). Any sales commission earned by any broker is treated as a cost of the security which is purchased on a bid basis as outlined in the Investment Policies.

 Investment Policy (11.5) on the web

  • August 2006, Board of Regents reaffirmed the Investment Policy
  • August 2007, Board of Regents reaffirmed the Investment Policy
  • May 2008, Board of Regents reaffirmed the Investment Policy
  • August 2009, Board of Regents reaffirmed the Investment Policy 
  • August 2010, Board of Regents reaffirmed the Investment Policy
  • August 2011, Board of Regents reaffirmed the Investment Policy

Investment Audit Reports

 Annual Investment reports

 Quarterly Investment reports

FY 2003

FY 2004

FY 2005

FY 2006

FY 2007

FY 2008

FY 2009

FY 2010

FY 2011

FY2012

 

University of North Texas Foundation information:

Designated person to handle University of North Texas Foundation inquiries:
Wesley Davis
Interim Executive Director
University of North Texas Foundation, Inc.
P. O. Box 311250
Denton, Texas 76203

940/565-4555
wesley.davis@unt.edu

The market value of the University of North Texas Foundation’s investments as
of June 30, 2011 is $76,888,806


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  last updated: November 16, 2011

email carolyn.whitlock@unt.edu