The NC State Investment Fund – Finance Division Knowledge Base

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The NC State Investment Fund

Can donors split an endowment gift between the Sustainable Responsible Impact (SRI) Fund and the NC State Investment Fund (NCSIF)?

Splitting an endowment between the two investment funds is not permissible. There is no reporting system available to combine data...
If a donor selects the Sustainable Responsible Impact (SRI) Fund, can I later request that the endowment be moved to the NC State Investment Fund (NCSIF)? Or vice versa?

An initial endowment investment decision is permanent and cannot be changed at a later date. Changes would subject an endowment...
What endowment can be invested in the NC State Investment Fund (NCSIF)?

Any endowment held by the associated entities that support the University and in the NC Statement Endowment Fund can be...
What is the asset allocation for the NC State Investment Fund (NCSIF)?

For information about the NCSIF’s asset allocation, please refer to the NCSIF Investment Policy Statement, which can be found on...
What is the difference between the NC State Investment Fund (NCSIF) and the NC State University Foundation Sustainable Responsible Impact (SRI) Fund?

Unlike the SRI Fund, the NCSIF is not limited in the types of companies in which it can invest. The...
When was the NC State Investment Fund (NCSIF) established? Why?

The NC State Investment Fund, Inc. (Fund) is a North Carolina not-for-profit organization exempt from income tax under Section 501(c)(3)...
Where can I find current and historical performance information for the NC State Investment Fund (NCSIF)?

Current and historical investment performance for the NCSIF can be found on the Foundations Accounting & Investments website.
Who governs the NC State Investment Fund (NCSIF)?

The NCSIF is governed by a Members Board and a Board of Directors. The Members Board governs the NC State...