1602 Investment Management
ERISA Investments
Document purpose
To establish policies to govern the investment management of the University’s and Health System’s noncontributory defined benefit plans.
effective
December 1986
revisedApril 2019
Reviewed
August 2024
Responsible OfficeInvestments
Approval
Trustees
The Policy
The Chief Investment Officer, as designated by The Trustees of the University of Pennsylvania, is the Investment Fiduciary for the noncontributory defined benefit plans (Retirement Allowance Plan of the Hospital of the University of Pennsylvania, Presbyterian Medical Center, and The Pennsylvania Hospital).
Investment policies, as established by the Investment Board, are on file in the Office of Investments.