Status and Details

Status and Details

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

Investment Management policy

Show Field Notes
Status Current Indicates if this version of the document is in effect (Current), yet to come into effect (Future), or expired (Historic).
Effective Date 27th June 2022 This is the date on which this version of the document came into effect.
Review Date 1st June 2023 The next review of this document is scheduled to commence on this date.
Approval Authority University Council The noted authority approved this is version of the document.
Approval Date 31st May 2022 This is the date on which this version of the document was approved by the authorised authority.
Expiry Date To Be Advised This is the date on which this version expires. It may still apply, conditionally, after this date.
Implementation Officer Tom FitzGerald
Director, Procurement and Commercial Finance
This is the officer generally responsible for day to day administrative matters.
Responsible Executive Kerrie Parker
Deputy Vice-Chancellor, University Services
dvc-us@deakin.edu.au
This is the senior officer with responsibility for the document.
Enquiries Contact Deakin Finance General enquiries should be directed to the officer/area listed.

Summary of Changes from Previous Version

On 27 June 2022 the Investment Management policy was amended to:
- include reference to the Trustee Act 1958
- reduce the period for review of the Investment Governance Framework from five years to three years; and
- administrative amendments to the Status and Details to align with Deakin's new organisational structure arising from Deakin Reimagined.

Clauses Amended:Policy: clauses 1, 2 and 11b.