Investment rulesEvery year, the Board of Mistra adopts an overall investment policy, which governs the asset management committee’s work. In the policy, the Board lays down the aims of Mistra’s asset management.The following clauses in Mistra's statutes are fundamental to its asset management:
Endowment
Article 2. The Foundation’s endowment consists of the funds which have been transferred to the Foundation as of 2 December 1993 by Government decision plus whatever funds may be transferred to the Foundation thereafter as additional foundation capital.
Asset management etc
Article 9. The board of trustees is responsible for ensuring that the Foundation’s assets are managed satisfactorily with limited risk and a good rate of return.
Article 10. The board of trustees may take a loan from a credit institution in order to meet a temporary need for liquidity.
Over the six-year period from 2009 to 2014 inclusive, Mistra intends to invest up to SEK 1.2 billion in strategic environmental research.
Download:
Mistra's Investment Policy adopted April 2009 (pdf, 51 kB)
