Investment Management Division

Vision

The North Carolina Investment Management Division strives to add value through superior performance while adhering to a prudent but proactive investment philosophy that includes the highest ethical standards.

Mission

The division’s focus on integrity, performance, communication, teamwork, technology, and career development creates a premier investment organization and a rewarding work environment where professional excellence and public service unite.

Services

The Investment Management Division serves as the investment arm for the Department of State Treasurer. Its functions can be categorized into two major areas of responsibility:

The Division is designed so that the organizational structure is as flat as possible. This allows for stability in managing a complex investment program.

The State Treasurer administers both the Cash Management and Trust Funds Investment Program. The Treasurer is directed by statute to “establish, maintain, administer, manage and operate” investment programs for all funds on deposit, pursuant to the applicable statutes. In doing so, the Treasurer “shall have full power as a fiduciary” and shall manage the investment programs so that the assets “may be readily converted to cash as needed.”