Department Transparency Policy

The Department has put into place several policy reforms designed to increase transparency and strengthen oversight for the North Carolina Retirement Systems and the Department of State Treasurer. New policies have been  developed that cover post-employment, ethics, travel, and placement agents.


Key Department Transparency Policies

Travel Policy and Regulation

Placement Agent Policy

Supplemental Ethic Policy for State Treasurer, Senior Staff, and Investment Division

Charitable Donations Policy

Prohibition of Gifts to State Employees

Insider and Personal Trading Policy

Whistleblower Policy

No Contact Policy



Investment Policies and Guidelines

Alternative Investment Policy and Procedures

Investment Policy for the Private Equity Program's Innovation Fund

Innovation Fund Guidelines