IEEE Investment Committee
Mission Statement
The Investment Committee shall be appointed by and shall report to the Board of Directors. The Investment Committee shall advise and assist the Board of Directors on matters relating to IEEE investments. The Investment Committee shall meet and act pursuant to such rules as it shall determine, but no report or recommendation shall be implemented without the approval of the Treasurer.
The Investment Committee may recommend to the Board of Directors the appointment of one or more asset managers who shall have the authority to invest, manage, or control IEEE assets subject to the terms of the their appointment, and to restrictions and specifications therein.
- Governance
- Investment Operations Manual (PDF, 169KB)
- Guidelines *
* IEEE Web Account log-in required.
Meeting Information - (Documents are secure and need your web account to access). The next meeting of the Investment Committee will be at the Four Seasons, Santa Barbara, CA.
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The Biltmore, Santa Barbara CA - October 6-7, 2009 Agenda (PDF, 39KB)
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The dates of the upcoming Investment Committee meetings are as follows:
March 9 - 10, 2010 Terranea Resort Rancho Palos Verdes, CA
October 5 - 6, 2010 The Royal Palms Scottsdale, AZ
Meeting Documentation *
Only members of the Investment Committee and other authorized IEEE volunteers can have access to these committee reports and materials.
| Contact Information | ||
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Thomas Lynch |
Staff Director, Financial Services | |
| Suzanne Stiles +1 732 562 5322 |
Staff Secretary Sr. Manager, Financial Control & Compliance |
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| Bettina Edwards +1 732 562 5325 |
IEEE Staff Administrator, Financial Operations |
Last revised on Oct 5 2009 |


