Duke Management Company records, 1980-1993

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Summary

Creator:
Duke Management Company
Abstract:
In 1989, Duke University's Board of Trustees approved the formation of Duke Management Company (DUMAC) as a separate, non-profit support corporation of Duke University. DUMAC recommends investment policy and strategy, seeks and analyzes specific opportunities, and manages ongoing operations and activities. DUMAC operates under a cascading delegation of authority from the Board of Trustees and the DUMAC Board of Directors. Records include materials pertaining to Chief Executive Officer Eugene McDonald's office, including minutes, memoranda outlining proposed agendas, reports on past meetings, draft resolutions, studies, correspondence; staff meetings and memoranda; and long-range planning initiatives. Other major subjects in the collection include investment, athletics, information technology/computing reorganization, land resources, internal audits, policies, budget forecasts, and compensation. A significant part of the collection (found in boxes 3 and 4) includes materials related to discussion in the late 1980s about possible commercial use for part of Duke Forest.
Extent:
19.5 Linear Feet
19,000 items
Language:
Material in English
Collection ID:
UA.16.01.0001
University Archives Record Group:
16 -- Duke Management Company
16 -- Duke Management Company > 01 -- Duke Management Company

Background

Scope and content:

Records include materials pertaining to the Chief Executive Officer's office, including minutes, memoranda outlining proposed agendas, reports on past meetings, draft resolutions, studies, correspondence; staff meetings and memoranda (in Box 1, several folders containing Executive Officers Committee material are labeled "EOC"); and long-range planning initiatives. Other major subjects in the collection include investment, athletics, information technology/computing reorganization, land resources, internal audits, policies, budget forecasts, and compensation. A significant part of the collection (found in boxes 3 and 4) includes materials related to discussion in the late 1980s about possible commercial use for part of Duke Forest. Items related to this discussion include land use plans from a variety of institutions; minutes and agenda of Land Resources Committee meetings; letters for and against development of Duke Forest land; report and recommendations of the Land Resources Committee; minutes of the Urban Land Institute presentation to the CEO's of Duke; literature from development companies; and preliminary and final reports and recommendations of the Land Resources Committee. Beginning with Box 4, items are alphabetized; therefore, information related to DUMAC's investment responsibilities are located throughout the subsequent six boxes. Box 11 begins a new accession group-these items are also alphabetized, but are discontinuous with the previous 10 boxes.

Biographical / historical:

In 1989, Duke University's Board of Trustees approved the formation of Duke Management Company (DUMAC) as a separate, non-profit support corporation of Duke University. Solely responsible for managing the University's investment assets, DUMAC operates under a cascading delegation of authority from the Board of Trustees and the DUMAC Board of Directors. DUMAC recommends investment policy and strategy, seeks and analyzes specific opportunities, and manages ongoing operations and activities. Located in nearby off-campus facilities, the professional staff is organized around functional investment areas of public investments, hedged strategies, private investments, and operations/administration. The CEO of DUMAC from its inception until 2000 was Eugene McDonald. During the period these boxes cover, McDonald was also Senior Vice President and University Counsel at Duke; the boxes in this collection therefore also contain papers related to the duties of those offices.

Acquisition information:
The materials were received by the University Archives as a transfer in 1992 and 1993.
Processing information:

Processed by Mike Millner, November 2006

Encoded by Mike Millner, November 2006

Accessions A92-99, A93-109 were merged into one collection, described in this finding aid.

Physical location:
For current information on the location of these materials, please consult the Library's online catalog.
Rules or conventions:
Describing Archives: A Content Standard

Contents

Using These Materials

Using These Materials Links:

Using These Materials


Restrictions:

Researchers must register and agree to copyright and privacy laws before using this collection.

For a period of twenty-five years from the origin of the material, permission in writing from the office of origin and the University Archivist is required for use. After twenty-five years, records that have been processed may be consulted with the permission of the University Archivist.

Records, such as search committee files or others pertaining to employment where individuals are identified, are closed for 70 years.

Terms of access:

Copyright for Official University records is held by Duke University; all other copyright is retained by the authors of items in these papers, or their descendants, as stipulated by United States copyright law.

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Preferred citation:

[Identification of item], Duke Management Company Records, Duke University Archives, David M. Rubenstein Rare Book & Manuscript Library, Duke University.