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Investment

2024-2025

Committee Roster

Paul Ashenfelter, Notre Dame, Chair (pashenfe AT nd DOT edu)
Mike Bieker, Arkansas 
Teresa Collins, Kentucky
Kate Danser, Princeton 
Dennis Lloyd, Wisconsin
Steve Mecham, Utah 

Board Liaison
Alexandria Leonard, Princeton

Central Office Liaison
Kim Miller

Charge

General Objective:

  • Provide oversight to the investment of the Association’s quasi-endowment fund. 

Specific Charges to the Investment Committee:

  1. Review, and as necessary, update the fund’s Investment Policy; ensure investment selections remain consistent with policy. 
  2. Monitor investments for adherence to the allocation guidelines in the Investment Policy; rebalance the portfolio as necessary.  
  3. Make recommendations to the Board of Directors regarding the allocation of fund principal between a prudent reserve and funding for strategic initiatives, as well as the use(s) of fund income. 

Common Charges to All Committees of the Corporation:

  • Submit reports on Committee activities to the Association Board in time for its October, March, and June meetings. Interim reports are due on 24 October 2024, and 28 February 2025; final reports that recap all committee activities for the year and are shared with the membership are due 23 May 2025. Follow guidelines for preparing reports found in the Chair Handbook in the Committee and Task Force Chairs Group on UP Commons. 
  • Follow all guidelines and requirements published in the AUPresses Chair Handbook, including those regarding the use of UP Commons, inclusion of board and staff liaisons, and any research or survey projects. 
  • Appoint a member of your committee to serve as a liaison to the Equity, Justice, Inclusion, and Belonging Committee. This role provides updates on your committee’s efforts in support of equity and inclusion, seeks information, support, or guidance on EJIB matters as needed, and attends a Fall meeting for liaisons hosted by EJIB Committee. 
  • Review your General Objective and Specific Tasks at the end of the service year and recommend changes for next year to the Executive Director. 

Nous faisons avancer le rôle essentiel de la communauté internationale d’éditeurs dont la mission est de veiller à l’excellence académique et de cultiver le savoir.

— AUPresses Mission Statement in French