Skip to Content

Accounting Services
Financial Reporting & Analysis
Student Financial Services
Strategic Planning & Analysis
Tax Compliance & Contracts Training & Outreach Ethics
Mission Statement Important Links
Useful Links
Location / Staff Related Departments
Home

Financial Reporting & Analysis

Investment Accounting


Guidelines for Investment Accounting

Investment Accounting provides reliable financial information that supports the needs of the University of Virginia with its individual projects or accounts. The ultimate goal is to provide timely and accurate reporting of assets.

If you have any questions regarding FR&A's Investment Accounting Program, please contact Wanda R. Breeden, Director of Investment Accounting.


Restricted Gifts
Creating New Gift Projects


Investments
Internal Investment Program
  • Procedure for investing in internal investment program
  • Procedure for withdrawing from internal investment program

Endowments

Endowment Funds
Creating True Endowments - Procedure
(This procedure applies to University departments receiving gift funds restricted as endowment.)

Creating and Managing Quasi Endowment Accounts - Policy

Creating Quasi Endowments - Procedure
    Includes:
  • Procedure for investing in a quasi-endowment account
  • Procedure for divesting in a quasi-endowment account

June 30, 2011 - UVIMCO Long-Term Pool Market Value Report  (password protected)

April 2012 - UVIMCO Long-Term Pool Market Value Report  (password protected)

    Click  to download the UVa root certificate