Status and Details

Status and Details

This page contains information about the status, approval and implementation of this document, contact details for the relevant Unit Head and document author and, on the right, a brief summary of changes between this and the previous version.

Investment Policy

Status Current
Effective Date 23rd August 2018
Review Date 23rd August 2019
Approval Authority Administrative and Systems Support Officer
Approval Date 22nd August 2018
Expiry Date To Be Advised
Unit Head Peter Pickering
Vice-President, Finance and Resources
Author Tim Power
Associate Director, Treasury
Enquiries Contact Peter Pickering
Vice-President, Finance and Resources

Summary of Changes from Previous Version

Following a detailed review of the University's Investment Strategy, the Finance & Investment Committee recommended a comprehensive review of the Policy addressing the following:

Investment Goals & Objectives
Target Rate of Return
Investment Volatility and Risk
Funds Manager responsibilities
Strategic Asset Allocation
Responsible Investment
Excluded Investments
Endowment Fund - Spending Policy

These changes were subsequently approved by the Finance & Investment Committee and the Board of Trustees.

Clauses Amended:Policy: All
Guidelines: All