How does UNE invest?

UNE’s overarching approach to investing is set out in its Financial Management Principles and Guidelines, which can be found at UNE Policies and which stipulate that prospective investments must be assessed within the framework of UNE’s core values, specifically sustainability and ethical behaviour. UNE’s principles also require that consideration is given to investment fundamentals such as risk and liquidity. The associated Guidelines require all investments to be assessed in terms of their Environmental, Social and Governance performance.

The UNE Foundation (UNEF) is a controlled entity of the University of New England and its Board as per the UNE Advancement Principles and Guidelines (which can also be found at UNE Policies) decides how to invest funds and approves the distribution of funds. The UNEF has its own Investment Policy, which stipulates the Foundation’s: Objectives; Strategy; Asset Allocation; Risk Appetite and Return Objectives, as well as how the UNEF Investment Policy interacts with UNE’s Financial Management Principles and Guidelines in relation to common areas such as authorised investments.

Monies held by UNEF under separate donative instruments are invested in accordance with the conditions of those instruments and any investment directions or restrictions contained therein. Monies other than those under a separate donative instrument will be pooled and invested in accordance with the objectives contained in this Investment Policy. An outline of the portfolio structure and performance can be found at UNE Foundation Report.

Update to be published shortly.

If more detailed information is required, we suggest that you email treasury@une.edu.au and the Treasury team will forward your specific query to the Chair of UNE Foundation.