Status and Details
Amendments as approved by the Investment Committee of the University Council on 4 August 2017 (IC17/11) include, clause 10 updated to reflect the reporting requirement for funds managers in relation to GS007 internal controls reporting; clause 15 added to allow the need to be responsive for significant changes to investment conditions; clause 19 updated to ensure greater use of the medium term portfolio in particular to ensure earnings can be maximised; and various administrative amendments to clauses 11, 12 and 21.Investment Policy
Status
Historic
Indicates if this version of the document is in effect (Current), yet to come into effect (Future), or expired (Historic).
Effective Date
31st October 2017
This is the date on which this version of the document came into effect.
Review Date
16th August 2021
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
31st October 2017
This is the date on which this version of the document was approved by the authorised authority.
Expiry Date
15th September 2019
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
Clauses Amended:Policy: 10, 11, 12, 15, 19, 21