Status and Details

Status and Details

Investment Policy

Show Field Notes
Status Historic Indicates if this version of the document is in effect (Current), yet to come into effect (Future), or expired (Historic).
Effective Date 29th January 2015 This is the date on which this version of the document came into effect.
Review Date 29th August 2015 The next review of this document is scheduled to commence on this date.
Approval Authority Investment Committee The noted authority approved this is version of the document.
Approval Date 27th January 2015 This is the date on which this version of the document was approved by the authorised authority.
Expiry Date 21st April 2016 This is the date on which this version expires. It may still apply, conditionally, after this date.
Unit Head Paul Dowler
Chief Financial Officer
This is the officer generally responsible for day to day administrative matters.
Author Paul Dowler

This is the author of record for this version of the document.
Enquiries Contact Division of Finance General enquiries should be directed to the officer/area listed.

Summary of Changes from Previous Version

13/2/16 - Administrative correction to the Investment Policy to capture revisions as approved by the Investment Committee under resolution IC14/21, particular to the inclusion of Internal Loans to the University as specified under Part G; inclusion of additional row and column in table at clause 2; change to the 'Realty Assets Strategic Benchmark from 5% to 2% to total 100%; inclusion of clause 32 identifying principles for justifying Internal Loans to the University; and subsequent renumbering of clauses to follow.



14/11/14 - Reference to Responsible Investment Guidelines included in Investment Policy, as approved by the Investment Committee (IC14/30).



Clauses Amended

Policy: 40