Funds SA policies provide clear guidance, consistency and accountability across the organisation. They establish standards for decision-making, compliance, and ethical conduct. Funds SA reviews its organisational policies regularly to ensure alignment with Funds SA’s evolving legislative and regulatory landscape, technology and community expectations.
Responsible Investment Policy
Funds SA’s Responsible Investment Policy outlines how Funds SA explicitly includes ESG factors in investment analysis and decisions, including climate-related investment risks in Funds SA’s investments. It also sets out specific investment exclusions in relation to climate-related risk.
Complaint Handling Policy
Funds SA’s Complaint Handling Policy sets out Funds SA’s complaint management system for dealing with complaints from external parties, along with related roles and responsibilities.
Public Sector Code of Ethics
Funds SA employees are South Australian ‘public sector employees’ and, as such, are obliged to adhere to the South Australian Public Sector Code of Ethics (Code of Ethics).
The Code of Ethics prescribes various minimum professional conduct standards that Funds SA employees must follow in their daily work. This includes, but is not limited to, how Funds SA employees engage with external parties and each other, how conflicts of interest are disclosed and handled, and how they may use information gained in their official capacity.
Privacy Policy
Funds SA, as a South Australian public sector agency, is required under the Public Sector Act 2009 (SA)1 to comply with directions about specified South Australian ‘whole of Government’ objectives, including Premier and Cabinet Circular PC012 Information Privacy Principles (IPPS) Instructions (PC012). PC012 obliges Funds SA to adhere to the ‘South Australian Information Privacy Principles’, which prescribe how Funds SA can collect, store, access, correct, use, and disclose Personal Information.
As an instrumentality of the Crown in South Australia, Funds SA is not subject to the ‘Australian Privacy Principles’ contained the Privacy Act 1988 (Cth) (Privacy Act). However, Funds SA is subject to certain other legal obligations under the Privacy Act, for example, in respect to the recording, collection, use and disclosure of tax file numbers in accordance with the Privacy (Tax File Number) Rule 2015.
The Funds SA Privacy Policy articulates Funds SA’s commitment to privacy and outlines our approach to managing and protecting Personal Information. It sets out the principles that we follow when governing the collection, storage, access, correction, use and disclosure of Personal Information.