{"id":335,"date":"2022-03-10T15:53:40","date_gmt":"2022-03-10T20:53:40","guid":{"rendered":"https:\/\/carleton.ca\/pfm\/?page_id=335"},"modified":"2025-12-11T11:34:55","modified_gmt":"2025-12-11T16:34:55","slug":"guiding-documents","status":"publish","type":"page","link":"https:\/\/carleton.ca\/pfm\/guiding-documents\/","title":{"rendered":"Guiding Policies &amp; Reports"},"content":{"rendered":"\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h1 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] pb-5 after:w-10 text-cu-black-700 not-prose\">\n                        Reports and Polices\n                    <\/h1>\n                \n                                \n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\n<h3 id=\"retirement-fund-reports-policies\" class=\"wp-block-heading\">Retirement Fund Reports &amp; Policies<\/h3>\n\n\n\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n                \n        <div class=\"cu-column cu-component not-contained mx-auto grid max-w-5xl md:grid-cols-3 gap-6 md:gap-10\">\n            \n\n<div class=\"not-prose cu-card rounded-lg @container md:max-w-lg flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 \">\n            <figure class=\"flex items-center justify-center w-10 h-10 mx-6 mt-6 mb-2 overflow-hidden \">\n            <img decoding=\"async\" src=\"https:\/\/cdn.carleton.ca\/rds\/assets\/font-awesome\/file-pdf.svg\" alt=\"An icon of a saxophone\" class=\"cu-icon-thumb \" style=\"filter: invert(20%) sepia(50%) saturate(7177%) hue-rotate(348deg) brightness(91%) contrast(100%);\"><\/figure>\n        \n                        <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h2 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        CURP Annual Report\n    <\/h2>\n\n            <\/header>\n\n        \n                    <div class=\"flex flex-col px-6 text-left\">\n                <p class=\"text-base text-cu-black-700\">\n                    CURP delivered a 14.9% 1-year net rate of return ending June 30, 2025, and remains fully funded.\n                <\/p>\n            <\/div>\n        \n                    <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n                <a href=\"https:\/\/carleton.ca\/pfm\/wp-content\/uploads\/sites\/9\/2025\/12\/YE25-杏吧原创-University-Retirement-Plan-1.pdf\" class=\"cu-button cu-button--red cu-button--small\">\n                    Download\n                    <span class=\"sr-only\">\n                        \n                    <\/span>\n                <\/a>\n            <\/footer>\n        \n    <\/div>\n    \n\n        <\/div>\n\n        \n    <\/div>\n<\/section>\n\n\n\n<p><a href=\"https:\/\/carleton.ca\/pfm\/wp-content\/uploads\/sites\/9\/2025\/11\/Website-CURP-SIPP-2025-June-30.pdf\">Statement of Investment Policies and Procedures<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/carleton.ca\/pfm\/wp-content\/uploads\/sites\/9\/2025\/09\/杏吧原创-University-Retirement-Fund-Responsible-Investing-Policy-2025-Final.pdf\">Retirement Fund Responsible Investing Policy<\/a><\/p>\n\n\n\n<p>Plan Text available upon request<\/p>\n\n\n\n<h3 id=\"endowment-operating-fund-reports-policies\" class=\"wp-block-heading\">Endowment &amp; Operating Fund Reports &amp; Policies<\/h3>\n\n\n\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n                \n        <div class=\"cu-column cu-component not-contained mx-auto grid max-w-5xl md:grid-cols-3 gap-6 md:gap-10\">\n            \n\n<div class=\"not-prose cu-card rounded-lg @container md:max-w-lg flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 \">\n            <figure class=\"flex items-center justify-center w-10 h-10 mx-6 mt-6 mb-2 overflow-hidden \">\n            <img decoding=\"async\" src=\"https:\/\/cdn.carleton.ca\/rds\/assets\/font-awesome\/file-pdf.svg\" alt=\"An icon of a saxophone\" class=\"cu-icon-thumb \" style=\"filter: invert(20%) sepia(50%) saturate(7177%) hue-rotate(348deg) brightness(91%) contrast(100%);\"><\/figure>\n        \n                        <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h2 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        2024 Endowment Responsible Investing Report\n    <\/h2>\n\n            <\/header>\n\n        \n        \n                    <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n                <a href=\"https:\/\/carleton.ca\/pfm\/wp-content\/uploads\/sites\/9\/2025\/12\/CU-Responsible-Investing-Report-YE24-FINAL.pdf\" class=\"cu-button cu-button--red cu-button--small\">\n                    Download\n                    <span class=\"sr-only\">\n                        \n                    <\/span>\n                <\/a>\n            <\/footer>\n        \n    <\/div>\n    \n\n        <\/div>\n\n        \n    <\/div>\n<\/section>\n\n\n\n<p><a href=\"https:\/\/carleton.ca\/pfm\/wp-content\/uploads\/sites\/9\/2025\/09\/2024-Endowment-SIPP-June-2025-Website.pdf\">Statement of Investment Policies and Procedures<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/carleton.ca\/pfm\/wp-content\/uploads\/sites\/9\/2025\/09\/杏吧原创-Endowment-Responsible-Investing-Policy-2025-Final.pdf\">Endowment Fund Responsible Investing Policy<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/carleton.ca\/pfm\/wp-content\/uploads\/sites\/9\/2025\/09\/杏吧原创-Non-Endowed-Responsible-Investing-Policy-2025-Final.pdf\">Non-endowed Funds Responsible Investing Policy<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Retirement Fund Reports &amp; Policies Statement of Investment Policies and Procedures Retirement Fund Responsible Investing Policy Plan Text available upon request Endowment &amp; Operating Fund Reports &amp; Policies Statement of Investment Policies and Procedures Endowment Fund Responsible Investing Policy Non-endowed Funds Responsible Investing Policy<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_cu_dining_location_slug":"","footnotes":"","_links_to":"","_links_to_target":""},"cu_page_type":[26,25],"class_list":["post-335","page","type-page","status-publish","hentry","cu_page_type-endowment-fund-responsible-investing-policy","cu_page_type-retirement-fund-responsible-investing-policy"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/pages\/335","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/comments?post=335"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/pages\/335\/revisions"}],"predecessor-version":[{"id":1165,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/pages\/335\/revisions\/1165"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/media?parent=335"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/pfm\/wp-json\/wp\/v2\/cu_page_type?post=335"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}