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Reports to the State

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Reports to the State are documents, reports, budgets and more that are required by Texas law to be submitted to the State.  Reports are listed in this section our site to fulfill public posting requirements by law or for helpful listings by UT System.

You can filter the type of Reports to the State using the drop-down below. 

Title Published Sort ascending Office File(s) Page
Memorandum of Understanding-Investment Related Transactions & Account: FY 2024 Controller March 2024
February 2024
January 2024
December 2023
November 2023
October 2023
September 2023
More Info on Memorandum of Understanding-Investment Related Transactions & Account: FY 2024
Periodic Investment Report FY 2024 Controller FY 2024 February
FY 2024 November
More Info on Periodic Investment Report FY 2024
Annual Investment Report: FY 2023 Controller FY 2023 More Info on Annual Investment Report: FY 2023
Periodic Investment Report FY 2023 Controller FY 2023 August
FY 2023 May
FY 2023 February
FY 2023 November
More Info on Periodic Investment Report FY 2023
Memorandum of Understanding-Investment Related Transactions & Account: FY 2023 Controller August 2023
July 2023
June 2023
May 2023
April 2023
March 2023
February 2023
January 2023
December 2022
November 2022
October 2022
September 2022
More Info on Memorandum of Understanding-Investment Related Transactions & Account: FY 2023
Investment Policy Statements: LTF Controller Long Term Fund (effective 9.1.2023) More Info on Investment Policy Statements: LTF
Investment Policy Statements: PUF Controller Permanent University Fund (effective 9.1.2023) More Info on Investment Policy Statements: PUF
Investment Policy Statements: PHF Controller Permanent Health Fund (effective 9.1.2023) More Info on Investment Policy Statements: PHF
Investment Policy Statements: ITF Controller Intermediate Term Fund (effective 9.1.2023) More Info on Investment Policy Statements: ITF
Investment Policy Statements: GEF Controller General Endowment Fund (effective 9.1.2023) More Info on Investment Policy Statements: GEF
Investment Policy Statements: LP Controller Liquidity Policy (effective 9.1.2023) More Info on Investment Policy Statements: LP
Investment Policy Statements: DIP Controller Derivative Policy (effective 9.1.2023) More Info on Investment Policy Statements: DIP
Annual Investment Report: FY 2022 Controller FY 2022 More Info on Annual Investment Report: FY 2022
Periodic Investment Report FY 2022 Controller FY 2022 August
FY 2022 May
FY 2022 February
FY 2022 November
More Info on Periodic Investment Report FY 2022
Memorandum of Understanding-Investment Related Transactions & Account: FY 2022 Controller August 2022
July 2022
June 2022
May 2022
April 2022
March 2022
February 2022
January 2022
December 2021
November 2021
October 2021
September 2021
More Info on Memorandum of Understanding-Investment Related Transactions & Account: FY 2022
Annual Investment Report: FY 2021 Controller FY 2021 More Info on Annual Investment Report: FY 2021
Periodic Investment Report FY 2021 Controller FY 2021 August
FY 2021 May
FY 2021 February
FY 2021 November
More Info on Periodic Investment Report FY 2021
Memorandum of Understanding-Investment Related Transactions & Account: FY 2021 Controller August 2021
July 2021
June 2021
May 2021
April 2021
March 2021
February 2021
January 2021
December 2020
November 2020
October 2020
September 2020
More Info on Memorandum of Understanding-Investment Related Transactions & Account: FY 2021
Annual Investment Report: FY 2020 Controller FY 2020 More Info on Annual Investment Report: FY 2020
Memorandum of Understanding-Investment Related Transactions & Account: FY 2020 Controller August 2020
July 2020
June 2020
May 2020
April 2020
March 2020
February 2020
January 2020
December 2019
November 2019
October 2019
September 2019
More Info on Memorandum of Understanding-Investment Related Transactions & Account: FY 2020
Investment Policy Statements: STF Controller Short Term Fund (effective 9.1.2016) More Info on Investment Policy Statements: STF
Investment Policy Statements: SIF Controller Separately Invested Funds Investment Policy Statement (effective 12.1.2015) More Info on Investment Policy Statements: SIF
Investment Policy Statements: SDP Controller Soft Dollar Policy (effective 7.1.2012) More Info on Investment Policy Statements: SDP