Ethical Investment Policy

The University seeks to have an Ethical Investment Policy which meets the Purpose of the University and its Values as stated in the University’s Strategic Plan. These can be found at:-

The University currently only invests surplus cash funds on the money market and in spin-out companies. If there was wider investment than this, the University would not knowingly invest in companies whose practices directly pose a risk of serious harm to individuals or groups, or whose activities are inconsistent with the purpose and values of the University.

The University invests funds on a daily basis with various third party organisations through the investment of surplus funds and endowments. These deposits are invested through money market deposits with UK and EU Banks and Building Societies in accordance with the University’s Treasury Management Policy.

Other than the investment of surplus funds, the University only makes investments in spin-out companies, all of which support the purpose and values of the University.

University employees belong to pension schemes (Teachers Pension Scheme, Universities Superannuation Scheme, Merseyside Local Government Pension Scheme) which are separate bodies and whose funds are held separate from those of the University.

To download a pdf version of this policy, please use the link on the right hand side.

Page last modified 13 May 2010.

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