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

23 August 2018 – The approval authority for the Investment Policy is the Board of Trustees. This version was approved by Board – resolution number [6/13/2018:8].

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