Agenda item

Annual Investment Strategy

To receive an updated Annual Investment Strategy document, provided by the RFO. The updated document includes a section on sustainable investments as requested at the previous meeting.

Minutes:

The Committee received and considered the report of the Responsible Financial Officer (RFO).

 

Members were pleased to see the inclusion of the statement in respect of Sustainable Investments and look forward to receiving  further details on these as agreed at a future meeting.

 

The RFO confirmed to members that all long-term investments were held with Churches, Charities and Local Authorities (CCLA) Investment Management Limited who invested funds in to sustainable investments.

 

All members were in agreement with approving the Annual Investment Strategy.

 

Recommended:

 

1.      That, the report be noted and,

2.      That, the current investment in secure banks is approved, and,

3.      That, the revised Annual Investment Strategy be approved.

 

 

Supporting documents: