1) A brief and informative summary of the current investment environment, both in Australia and internationally
and linking with the University’s requirements, and identification of any key economic or financial indicators or
events impacting on the near-term investment environment.
2) Presentation of the underlying investment philosophy and portfolio strategy proposed for the University,
including consistency of alignment with the indicated investment requirements. Explanation and justification for
this strategy, individually or relative to alternatives, should be provided, which could include backtesting or
other quantitative and qualitative analysis.
3) A description, in table, of the recommended portfolio components, indicating the selected assets / securities
and the magnitudes of investment in each.
4) If required, a brief explanation of how each of the recommended investment components aligns with the
overall investment strategy.
5) Assume this analysis and portfolio construction is being done on Friday 10th July 2020.
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