Investment policies

Our investment policy framework provides a strong foundation for investment decisions and enhanced risk-adjusted returns for members.

 

  • Liquidity Policy Summary (PDF) - How we manage the liquidity risks associated with long-term investing, to ensure the fair treatment of members and maintain sufficient cash to meet our financial obligations.
  • Asset Valuation Policy Summary (PDF) - How we manage the frequency, accuracy and processes for valuing Cbus’ assets to ensure that our members are treated fairly, when transacting on their accounts.
  • Derivative Management Plan Summary (PDF) - How we monitor the use of derivatives by some of our investment managers, who utilise these securities to reduce risk and/or enhance efficiency in relation to investments.