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Annual Investment Strategy
Find out more about our investment approach.
The annual investment management strategy 2023 to 2024 (PDF) outlines our investment approach. It prioritises security, liquidity, and yield.
It includes guidelines for short-term specified investments. Also, for long-term non-specified investments.
The strategy requires that investments be made in sterling, credit standards be met, and diversification and prudent management be followed, which are key principles.
The document also details:
- credit rating criteria
- investment limits
- the responsibilities of the strategic director of finance and governance