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The Office of Investments & Banking reports directly to the Chief Financial Officer/Treasurer of the University of Minnesota. The Treasurer position is a corporate officer appointed by and reporting to the Board of Regents and is responsible for managing all cash, investments and debt on behalf of the university. The Office of Investments & Banking is charged with carrying out all Treasury and Investment responsibilities. Our primary goal is to maximize the overall investment return on financial assets in accordance with Regents Policy. Accountability of our financial functions is overseen by the Board of Regents Finance Committee, the President, CFO/Treasurer and an Investment Advisory Committee.
The guiding principle behind our mission is to grow the financial assets and generate additional financial support for the university's mission of education and research.