Investment Guidelines of the Guild of Automation and Systems Technology
Table of Contents
1 § Purpose
The primary purpose of investments is to maintain the guild’s wealth and support its operational activities. The guild’s investment assets are primarily increased through the financial year’s profit. The guild’s investments must be managed according to these guidelines. Any redirection of investment activities must be done by amending these guidelines. The guidelines have been formulated in a way that aims to ensure investment activities do not become a burden on the guild’s financial management.
2 § Investment Plan
The portfolio should consist of three parts, each representing approximately one-third of the portfolio’s market value:
- A broad index fund (e.g., a fund investing in MSCI World, MSCI USA, or S&P 500 indices)
- An ESG index fund or another low-cost fund that invests responsibly
- A real estate investment fund (REIT)
The funds held on the guild’s investment platform (those to be invested and those previously invested) are allocated as follows:
- 10–50% (recommended 33%) is invested in the “Lyxor MSCI World LUX UCITS ETF” (ticker: X010) or a similar fund
- 10–50% (recommended 33%) is invested in the “UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc” (ticker: SEAC) or a similar fund
- 10–50% (recommended 33%) is invested in the “SPDR Dow Jones Global Real Estate UCITS ETF (Dist)” (ticker: SPYJ) or a similar fund
3 § Action
Investment decisions are made at the guild meeting if the outgoing board members have been granted discharge from liability for the past financial year. Investments are proposed primarily by the guild's board based on the treasurer’s proposal. The investment proposal must specify the investment amount and timeline. The board may consult an investment officer for advice when preparing the proposal. The investment officer does not hold financial responsibility within the guild. If there is no investment officer in the guild, the treasurer may assume all responsibilities assigned to the investment officer in this document.
Investment assets are accumulated by investing 20–90% of the previous financial year’s profit. The guild may use the annual dividend for its projects and initiatives. The liquidation of investments requires approval from the guild meeting, except for sales carried out as part of portfolio rebalancing.
However, the guild meeting may, for a special reason, decide not to follow these guidel ines, for example, if making investments is deemed inappropriate. In such cases, the guild meeting may decide not to invest the profit or to reduce the amount to be invested.
4 § Amendment
Matters not specified in these guidelines are decided by the guild’s board. These guidelines can be amended by a two-thirds (2/3) majority vote in the guild meeting.
This Flag Guidelines document was approved in a meeting of the Guild of Automation and Systems Technology on March 6th 2025, and came into effect immediately. The English translation was done on March 6th 2025 and isn't an official document.
