SRSU Investment Reports and Policies

Investment Disclosure

The following investment information for Sul Ross State University is presented for the purpose of compliance with the State Auditor's Office reporting requirements (required in Rider 5, page III-231 of the General Appropriations Act – 77th Legislature) and the investment requirements outlined in the Public Funds Investment Act presented in Chapter 2256 of the Texas Government Code. The information presented here is informational only and should not be relied upon to provide direction for individuals' or other institution's investment needs.

For inquiries regarding the institution's investments, contact:

SRSU Investment Policies

• Investment Policies with appendices, approved November 20-21, 2008 (current) 
• Investment Policies with appendices, approved November 14-15, 2007
• Investment Policies with appendices, approved February 17-18, 2005
• Investment Policies, approved November 20-21, 2003
  • Appendix A (PDF, 5.28 KB)
  • Appendix B (PDF, 5.32 KB)
  • Appendix C (PDF, 7.63 KB)
• Public Funds Investment Act
• Chapter 163 of the Property Code

Quarterly Investment Reports

FY 10

• Quarter One and LBB Report, September 1, 2009-November 30, 2009

FY 09

• Quarter One and LBB Report, September 1, 2008-November 30, 2008
• Quarter Two and LBB Report, Deember 1, 2008-February 28, 2009
• Quarter Three and LBB Report, March 1, 2009-May 31, 2009
• Quarter Four and LBB Report, June 1, 2009-August 31, 2009

FY 08

• Quarter One and LBB Report, September 1, 2007-November 30, 2007
• Quarter Two and LBB Report, December 1, 2007-February 29, 2008
• Quarter Three and LBB Report, March 1, 2008-May 31, 2008
• Quarter Four and LBB Report, June 1, 2008-August 31, 2008

FY 07

• Quarter One and LBB Report, September 1, 2006-November 30, 2006
• Quarter Two and LBB Report, December 1, 2006-February 28, 2007
• Quarter Three and LBB Report, March 1, 2007-May 31, 2007
• Quarter Four and LBB Report, June 1, 2007-August 31, 2007

FY 06

• Quarter One and LBB Report, September 1, 2005-November 30, 2005
• Quarter Two and LBB Report, December 1, 2006-February 28, 2006
• Quarter Three and LBB Report, March 1, 2006-May 31, 2006
• Quarter Four and LBB Report, June 1, 2006-August 31, 2006

FY05

• Quarter One and LBB Report, September 1, 2004-November 30, 2004
• Quarter Two and LBB Report, December 1, 2004-February 28, 2005
• Quarter Three and LBB Report, March 1, 2005-May 31, 2005
• Quarter Four and LBB Report, June 1, 2005-August 31, 2005

FY04

• Quarter One and LBB Report, September 1, 2003-November 30, 2003
• Quarter Two and LBB Report, December 1, 2003-February 29, 2004
• Quarter Three and LBB Report, March 1, 2004-May 31, 2004
• Quarter Four and LBB Report, June 1, 2004-August 31, 2004

Annual Investment Reports

• FY09 Investment Report, LBB Report and Comparative Summary
• FY08 Investment Report, LBB Report and Comparative Summary
• FY07 Investment Report, LBB Report and Comparative Summary
• FY06 Investment Report, LBB Report and Comparative Summary
• FY05 Investment Report, LBB Report and Comparative Summary
• FY04 Investment Report, LBB Report and Comparative Summary

Investment Disclosure Requirements

Investment Advisors

All Investment Advisors must be approved by the TSUS prior to conducting business with Sul Ross State University. For information on becoming an Approved Investment Advisor, call the TSUS Vice Chancellor for Finance at (512) 463-1808 or access the web site at www.tsus.edu. All Investment Advisors must obtain approval prior to the investment of university funds.

Foundations

• Sul Ross State University Friends of the Center for Big Bend Studies: The purpose of the organization is to support the mission and the programs of the Center for Big Bend Studies. The Center for Big Bend Studies fosters interdisciplinary scholarship of the diverse prehistoric, historic and modern cultures of the borderlands region of the United States and Mexico, with emphasis on the area encompassed by Trans-Pecos Texas and north-central Mexico. The center is committed to the recovery, protection and sharing of this region's rich cultural legacy through dynamic programs involving research, education, public outreach and publication.

• Sul Ross State University Support Organization: The purpose of the organization is to support the mission and the programs of Sul Ross State University.

Soft Dollar Arrangements

The university does not use soft dollar arrangements.