Investment and Treasury Policy suites

The new Investment Policy and Treasury Policy suite strengthens governance and oversight of Monash’s financial operations and ensure a consistent, sustainable approach to managing financial risks, institutional funds, and liquidity across Monash.

Investment Policy suite

The Investment Policy and Procedure enhance our governance of investment activities and reinforces our ability to deliver on the financial objectives outlined in the Monash Group Financial Plan. This policy suite defines the principles, roles, and decision-making arrangements guiding the management of Monash’s financial assets.

Treasury Policy suite

The new Treasury Policy and Procedure establish clear governance and operational parameters for Monash’s treasury activities. This includes the management of liquidity and cash, debt, foreign currency, interest rate exposures, and counterparty credit risk. This policy suite provides a strong framework for managing treasury-related risks in alignment with Monash’s strategic objectives and approved financial delegations.