Status and Details
This page contains information about the status, approval and a summary of the changes from the previous version of the document. Please note that the Unit Head listed on this page is the current owner of this policy and may not reflect the University position/staff member who owned this policy at the time of publication.
The revised Investment Policy no longer provides detail of the Endowment Fund's actual asset allocation. It only provides a break-up ratio of the allocation to growth versus defensive assets. The Investment Policy now also provides more clarity on Excluded Investments. 08/08/2025: Position Vice-President and Chief Financial Officer (VP&CFO) replaced with Chief Financial Officer (CFO)Investment Policy
Status
Current
Indicates if this version of the document is in effect (Current), yet to come into effect (Future), or expired (Historic).
Effective Date
24th July 2025
This is the date on which this version of the document came into effect.
Review Date
24th July 2028
The next review of this document is scheduled to commence on this date.
Approval Authority
Board of Trustees
The noted authority approved this is version of the document.
Approval Date
24th July 2025
This is the date on which this version of the document was approved by the authorised authority.
Expiry Date
Not Applicable
This is the date on which this version expires. It may still apply, conditionally, after this date.
Unit Head
Mario Milanovic
Chief Financial Officer
45701338
This is the officer generally responsible for day to day administrative matters.
Enquiries Contact
Nenos Mirza
Director, Treasury
45701463
General enquiries should be directed to the officer/area listed.
Summary of Changes from Previous Version
Clauses Amended:Policy: All Guidelines: All