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  3. 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?
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  3. 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?

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 to market risk and possible losses on withdrawal, potentially affecting the support to campus generated by the endowment.

The endowment spending and assessment policies are the same for both funds.

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Updated on October 15, 2020

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