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A ROADMAP FOR THE ROADMAP: creating an investment policy statement for endowments and foundations Simon C. Risky, CFA Kathryn A. Hall March 2012 San Francisco New York www.hallcapital.com March 2012

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What is creating an investment policy?

Creating an investment policy involves establishing guidelines and procedures for how investments should be managed.

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Typically, investment managers or financial institutions are required to file creating an investment policy.

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To fill out creating an investment policy, one must outline investment objectives, risk tolerance, decision-making processes, and monitoring procedures.

What is the purpose of creating an investment policy?

The purpose of creating an investment policy is to provide a framework for making informed investment decisions and managing risks.

What information must be reported on creating an investment policy?

Information such as investment goals, asset allocation strategy, risk management guidelines, and performance benchmarks must be reported on creating an investment policy.

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