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 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	24th April 2024	This is the date on which this version of the document came into effect.
Review Date	1st May 2025	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	26th March 2024	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	Bretlyn Bailey Chief Financial Officer bretlyn.bailey@deakin.edu.au	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 24 April 2024 the Investment Policy was amended, and the new Investment Management Procedure was made to incorporate content from Schedule A: Investment Governance Framework, Future Fund Investment Guidelines, Endowment Fund Investment Guidelines, Responsible Investment Strategy and the Treasury policy suite.

Clauses Amended:Policy: All