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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