Investment Reports

Investment Reports
FY 2021

Annual Investment Report FY 2021

Investment Report September 2020

Investment Report October 2020

Investment Report November 2020

Investment Report December 2020

Investment Report January 2021

Investment Report February 2021

Investment Report March 2021

Investment Reports
FY 2020

Annual Investment Report FY 2020

Investment Report September 2019

Investment Report October 2019

Investment Report November 2019

Investment Report December 2019

Investment Report January 2020

Investment Report February 2020

Investment Report March 2020

Investment Report April 2020

Investment Report May 2020

Investment Report June 2020

Investment Report July 2020

Investment Report August 2020

Investment Reports
FY 2019

Annual Investment Report FY 2019

Investment Report September 2018

Investment Report October 2018

Investment Report November 2018

Investment Report December 2018

Investment Report January 2019

Investment Report February 2019

Investment Report March 2019

Investment Report April 2019

Investment Report May 2019

Investment Report June 2019

Investment Report July 2019

Investment Report August 2019

Investment Reports
2018
Annual Investment Report FY 2018
Investment Reports
2017
Annual Investment Report FY 2017
Investment Reports
2016
Annual Investment Report FY 2016
Investment Reports
2015
Annual Investment Report FY 2015
Investment Reports
2014
Annual Investment Report FY 2014
Investment Reports
2013
Annual Investment Report FY 2013
Investment Reports
2012
Annual Investment Report FY 2012

Investment Officers

Richard Cervantes

Vice Chancellor, Business & Finance/CFO, Business and Finance

902 College Ave, - Brenham, TX 77833

Phone: (979) 830-4123

richard.cervantes@blinn.edu 

Investment Reporting Questions

  1. Does the institution employ outside investment advisors or managers and, if so, who are they?
    YES
    BPS Capital Management, Inc., 7900 International Dr., Suite 1050, Bloomington, MN 55425
    TCG Advisors, 900 S. Capitol of Texas Hwy, Ste. 350, Austin, TX 78746
     
  2. Do the outside investment advisors or managers have the authority to make investment decisions without obtaining prior approval?
    NO

  3. Does the institution use soft dollar, directed brokerage or directed commission, commission recapture, or similar arrangements (these arrangements typically involve using brokerage commissions as means of paying for other related investment services through credits of a portion of brokerage commissions paid rather than through direct payments, or using selected brokers who will rebate a portion of commissions they receive on trades for the investor)?
    NO
  4. Is the institution associated with an independent endowment or Foundation?
    YES

Market Value of Foundation's investments as of August 31, 2018: $9,241,290

Susan Myers, M.Ed.  
Director - Blinn College Foundation 
902 College Ave. - Brenham, TX 77833 
Phone: (979) 830-4273 
Fax: (979) 830-4407 
susan.myers@blinn.edu

Blinn College Investment Policy

Board Policies

The Blinn College Board of Trustees reaffirmed the College's Investment Policy and Strategy at its Regular Meeting, August 21, 2018.