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Investment Management

Retention Rule Number: 
Specific Retention Rule 2000.24
Function/Activity: 
To document the management of University investments.
Description/Type of Records: 
Interest calculations, investment portfolio reports, investment registers.

Retention Rules

Office of Primary Responsibility (OPR)
Retention
Disposition
Office of Primary Responsibility (OPR): 

Treasury - Investments (Financial Services)

Office of Primary Responsibility (OPR): 

Long Term Investment Portfolio Reports:

Retention: 

7 years after end of fiscal year

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

Quarterly Interest Calculations & Short Term Investment Registers:

Retention: 

3 years after end of fiscal year

Disposition: 

Confidential shred or delete