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

Status Current
Effective Date 6th August 2018
Review Date 6th August 2020
Approval Authority Investment Committee
Approval Date 8th May 2018
Expiry Date To Be Advised
Implementation Officer Tom FitzGerald
Director, Strategic and Commercial Finance
Responsible Executive Kerrie Parker
Chief Financial Officer
+61 3 92468110
Enquiries Contact Tom FitzGerald
Director, Strategic and Commercial Finance
Deakin Finance
+61 3 924 46755

Summary of Changes from Previous Version

The Investment Management policy has been amended to reflect the outcomes of the comprehensive review of the University's investment governance documentation, including a new Schedule A Investment Governance Framework.

The new Framework:
• clearly defines the purposes of the University’s investment funds and made a strong commitment to Responsible Investment
• clarified the investment horizon for decision making
• explicitly set out the roles of Council, the Investment Committee, the University’s investment advisors and Deakin management in overseeing, implementing and reviewing the Framework.

Clauses Amended:Policy: All