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Investment Reports

FY 2024 Investment Reports

Investment Report October 2023

Investment Report September 2023

FY 2023 Investment Reports

Annual Investment Report FY 2023

Investment Report August 2023

Investment Report July 2023

Investment Report June 2023

Investment Report May 2023

Investment Report April 2023

Investment Report March 2023

Investment Report February 2023

Investment Report January 2023

Investment Report December 2022

Investment Report November 2022

Investment Report October 2022

Investment Report September 2022

FY 2022 Investment Reports

Annual Investment Report FY 2022

Investment Report August 2022

Investment Report July 2022

Investment Report May 2022

Investment Report April 2022

Investment Report March 2022

Investment Report February 2022

Investment Report January 2022

Investment Report December 2021

Investment Report November 2021

Investment Report October 2021

Investment Report September 2021

FY 2021 Investment Reports

Annual Investment Report FY 2021

Investment Report August 2021

Investment Report July 2021

Investment Report June 2021

Investment Report May 2021

Investment Report April 2021

Investment Report March 2021

Investment Report February 2021

Investment Report January 2021

Investment Report December 2020

Investment Report November 2020

Investment Report October 2020

Investment Report September 2020

FY 2020 Investment Reports

Annual Investment Report FY 2020

Investment Report August 2020

Investment Report July 2020

Investment Report June 2020

Investment Report May 2020

Investment Report April 2020

Investment Report March 2020

Investment Report February 2020

Investment Report January 2020

Investment Report December 2019

Investment Report November 2019

Investment Report October 2019

Investment Report September 2019

FY 2019 Investment Reports

Annual Investment Report FY 2019

Investment Report August 2019

Investment Report July 2019

Investment Report June 2019

Investment Report May 2019

Investment Report April 2019

Investment Report March 2019

Investment Report February 2019

Investment Report January 2019

Investment Report December 2018

Investment Report November 2018

Investment Report October 2018

Investment Report September 2018

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

Investment Officers

Clen Burton

Vice Chancellor, Business and Finance/CFO

902 College Ave., Brenham, TX 77833

Phone: 979-830-4133

clen.burton@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, 2022: $26,791,483

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 15, 2023.