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Proposed Revisions to the Investment Policy Statement and Investment Objectives and Guidelines Joseph W. Shiva, CPA Senior Investment Professional June 6, 2012 1 Investment Policy Statement Exhibit

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What is investment policy statement and?

The investment policy statement is a document that outlines the investment goals, strategies, and guidelines of an individual or organization.

Who is required to file investment policy statement and?

The requirement to file an investment policy statement varies depending on the jurisdiction and the type of entity. Generally, organizations such as pension funds, endowments, and investment advisors may be required to file an investment policy statement.

How to fill out investment policy statement and?

Filling out an investment policy statement typically involves gathering information about the investment objectives, risk tolerance, time horizon, asset allocation, and any specific guidelines or restrictions. This information is then documented in the investment policy statement.

What is the purpose of investment policy statement and?

The purpose of an investment policy statement is to provide a clear and structured framework for making investment decisions. It helps to align investment strategies with the goals and objectives of the individual or organization, and serves as a reference for monitoring and evaluating investment performance.

What information must be reported on investment policy statement and?

The specific information required to be reported on an investment policy statement may vary, but it typically includes the investment objectives, risk tolerance, asset allocation strategy, investment guidelines, performance benchmarks, and procedures for review and revision of the statement.

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