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Monash University Policy Bank

Investment Policy

Purpose

To ensure management of Monash University and Monash University Foundation investments in accordance with Resource and Finance Committee approved objectives and strategic asset allocations.

Scope

All Monash University and Monash University Foundation investment funds.

Policy Statement

All Monash University and Monash University Foundation investments are to be made by Corporate Finance and its appointed fund managers, in accordance with any Investment Advisory Committee recommended and Resources and Finance Committee approved objectives, directions and strategic asset allocations.

Supporting procedures

Balanced Fund Portfolio Management (Aust.)
Common Fund Portfolio Management (Aust.)
Internally Managed Investments (Aust.)
Treasury Portfolio Management (Aust.)

Supporting guidelines

Responsibility for implementation

Funds Manager, Treasury
Executive Director, Corporate Finance
Senior Vice President and Chief Financial Officer

Status

New

Key Stakeholders

Resources & Finance Committee
Investment Advisory Committee
Senior Vice President and Chief Financial Officer

Approval body

Name: Chief Operating Officer and Senior Vice-President (Administration)
Meeting: IAC 3/2014
Date: 08-October-2014
Agenda item: n/a

Endorsement body

Name: Council
Meeting: 7/2014
Date: 05-November-2014
Agenda item: 8.2

Definitions

Legislation Mandating Compliance

All relevant legislative instruments that stipulate requirements with which members of the Monash community (all of whom are subject to the law) are obligated to comply.

Monash University Act 2009

Related policies


Related documents

Investment Advisory Committee Terms of Reference
Resources and Finance Committee Terms of Reference

Date Effective

16-February-2016

Review Date

16-February-2019

Owner

Executive Director, Corporate Finance

Author

Executive Director, Corporate Finance

Content Enquiries

finance-treasury-l@monash.edu

University Policy Use

Version Number:

Contact: adm-PolicyBank@monash.edu

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