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
(08.2000) 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 2010
FY 2011
FY 2012
FY 2013
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 November 30, 2012 is $79,698,197.98
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