Decision

Warwickshire Investment Fund Strategy and Business Plan

Decision Maker: Cabinet

Outcome: For Determination

Is Key Decision?: No

Is Callable In?: No

Date of Decision: January 27, 2026

Purpose: A report detailing the Warwickshire Investment Fund Strategy and Business Plan.

Content: Resolved   That Cabinet   1)    approves the Warwickshire Investment Fund (“WIF”) Investment Strategy attached at Appendix 2 to the report;   2)    approves the WIF Business Plan attached at Appendix 3 to the report;   3)    delegates authority to the Executive Director for Resources, in consultation with the Portfolio Holder for Finance and Property, to make such minor modifications to the WIF Investment Strategy as are considered appropriate but only where such changes do not reduce or remove any of the current checks and balances on investments included within the Strategy or Business Plan; and   4)    notes that the WIF Investment Strategy coming into effect is subject to Council approval of the wider Treasury Management Statement and Investment Strategy under which the WIF Investment Strategy and Business Plan sits.

Supporting Documents

Warwickshire Investment Fund Strategy and Business Plan 202627.pdf
Appendix 2 for WIF Investment Strategy for 202627 202627.pdf
Appendix 1 for WIF Objectives.pdf
Appendix 3 for WIF Business Plan 202627.pdf

Related Meeting

Cabinet - Tuesday 27 January 2026 1.45 pm on January 27, 2026