Se­cur­it­ies in­vest­ment

The total investment assets of the University of Helsinki and the University of Helsinki Funds amount to approximately €500 million, while their real estate holdings are valued at €1 billion. The investment assets of the University of Helsinki consist of the capital accrued in conjunction with the 2010 reform of the Finnish university system and its returns. The investment assets of the University of Helsinki Funds have accumulated over a long period of time as a result of donations and investment activities.

The primary goal of investment activities is to increase the University’s financial stability and independence. The long-term expectation is an annual return of 4% + inflation. However, the target return on investment cannot be less than the allocation for core duties to avoid jeopardising intergenerational fairness. The University intends to establish a risk profile where the set target return on investment is achieved by taking as few risks as possible. The benchmark index is 70% shares and 30% interests.

At the end of 2018, the value of the securities portfolio of the University of Helsinki was €287 million.

The return in 2018 was 6.3% in the negative. From 2012 to 2018, the annual return was 4.1%.

In the same period, a total of €22 million accrued through investment returns was allocated to fund the University’s operations.

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At the end of 2018, the value of the securities portfolio of the University of Helsinki Funds was €158 million.

The return in 2018 was 0.6% in the negative. From 2012 to 2018, the annual return was 4.7%.

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Investment activities are guided by the Principles for responsible investment activities approved by the University Board on June 12, 2019.
 
The University’s investment activities must be in line with its values of social responsibility. As a responsible investor, we practise good governance.

We are a long-term investor and seek to ensure that our investments yield good returns and positive performance over a long period. We believe that a responsible company which considers environmental and social factors and complies with good corporate governance is a better investment in the long term.

In our investments, we primarily employ asset managers who take responsibility and sustainability into consideration. We will always consider the principles of responsible investment when making new investments and concluding asset management agreements.