Socially Responsible Investment Policy

Question

Can you confirm whether the ANU's current investment holdings - including short?term and externally managed funds - are fully compliant with the University's Socially Responsible Investment Policy, particularly the exclusion of controversial weapons? a. the total dollar value and percentage exposure of ANU's investments - including short?term holdings, pooled funds, index funds, and externally managed portfolios - to weapons manufacturers (direct and indirect), including but not limited to Elbit Systems, Thales, BAE Systems, Boeing, Raytheon, Lockheed Martin, and Northrop Grumman; b. the dates on which these holdings were acquired and disposed of; and c. whether each holding was approved, reviewed, or noted by the Investments Office or the Investments Committee.

Answer

Please see the attached PDF.

Documents

• Question with answer (PDF) (opens in a new tab)
• ASQ26-0114.pdf (opens in a new tab)