How are Uniting Financial Services asset weightings determined, and why?
Uniting Financial Services’ asset weights are determined every two years via our Asset Allocation review with the assistance of actuarial consultants. Determining the optimal asset allocation is an important piece of work so that the maximum distribution can be made to the Synod of NSW and the ACT, and Uniting Financial Services can increase assets under management. Uniting Financial Services’ portfolio is income producing with low volatility, with close management of Balance Sheet risk in order to deliver a stable distribution to the Uniting Church. Our professional management team works to balance a complex set of factors, including changing demographics which can affect our funding base and investment decisions, guided by a highly experienced Board as well as the policies and principles of The Uniting Church in Australia, Synod of NSW and the ACT.
Related Questions
- How does Uniting Financial Services assess the missional value of projects applying for a loan? How is this different to the assessment criteria used by a bank?
- Does Uniting Financial Services envisage having access to investments via an automatic teller machine (ATM)?
- Does Uniting Financial Services have the Australian Government guarantee on investments?
