Trust Waikato has a long term strategic plan, with information incorporated from environmental scans. This includes such indicators as employment, poverty, income, demographics, population health, community infrastructure etc. The long term strategic plan is reviewed annually for external environmental changes which may impact on our strategic priorities.
Our investment policy, including objectives and SAA are reviewed annually with assistance from our investment advisors. This will include an analysis of short, medium and long term indicators such as population, inflation, long-term expected returns, market volatility, portfolio diversification and ESG risk.