Investment Principles

The Trustees have a statutory duty to set policies for choosing the pension scheme's investments, covering the following areas:

  • the type of investments held
  • the balance between different asset classes
  • the return expected on the investments
  • the scheme's risk tolerance and how to measure and monitor the scheme's risk exposure
  •  the social, ethical and environmental factors taking into acocunt when selecting investments

The policies are set out in the Statement of Investment Principles which can be accessed here.

2020 Wise Owl Solutions. All Rights Reserved.