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Monash University

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

Other description (1) Annual review of progress in integrating ESG considerations into investment managers approach.
Other description (2) Annual review of investments in low carbon assets including renewal energy and low carbon technologies.

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Principles
Monash aims to actively incorporate environmental, social and governance (ESG) principles into its investment approach. The Investment Advisory Committee via its investment advisor and investment managers will actively engage on ESG issues to influence corporate behaviour where possible.

Strategy
The Long Term Investment Pool is viewed as an investment in perpetuity, aiming to maintain and grow its capital base to provide a source of funding for University expenditure into the future.  The investment objective is to maximise the rate of return over a relatively long time horizon within an acceptable level of risk (including currency risk, credit risk, third party, ESG and sovereign risks). IAC considerations also include the tax exempt status of the University.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Decision making committees - standing item to declare conflicts of interest.

03.3. Additional information. [Optional]

Fund managers provide annual reports to Monash on internal controls under audit guidance statement GS007, including conflicts of interest.


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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