Investment Management

Managing the System’s investments in both the endowment and operating funds.

Our Mission

The Investment Management department reports to the Office of the Vice Chancellor for Finance and Administration and manages the System’s investments in both the endowment and operating funds and is overseen by the Investment Committee of The Board of Trustees. The Investment Committee approves investment policy, asset allocation and manager selection.

Fund Evaluation Group

Fund Evaluation Group evaluates new managers for potential inclusion in the University of Alabama System investment pools. Managers who would like to be considered should contact Fund Evaluation Group:

Nolan Bean, CFA, CAIA

Fund Evaluation Group
(513) 719-5730
nbean@feg.com

Michael Aluise, CGA, CAIA

Fund Evaluation Group
(513) 719-5121
maluise@feg.com

Staff