Get the free DRAFT INVESTMENT POLICY - Rocky Mountain Section of the - rmsawwa

INVESTMENT POLICY Issue Date: September 13, 2004, Revision Date: November 4, 2005, Revision Date: April 3, 2009, Revision Date: September 19, 2011, Purpose The Rocky Mountain Section of American Water

How to fill out draft investment policy

How to fill out a draft investment policy:

1. Start by conducting a thorough analysis of your investment goals and objectives. Assess your risk tolerance, desired return on investment, and time horizon. This will help guide your investment policy decisions.
2. Define the purpose and scope of your investment policy. Clearly outline the types of investments you will consider, any restrictions or guidelines you want to follow, and the criteria for selecting and monitoring investments.
3. Determine the asset allocation strategy that aligns with your investment goals. This involves deciding how to allocate your funds across different asset classes such as stocks, bonds, cash, and alternative investments.
4. Specify the process for selecting investment managers or advisors. Outline the qualifications, experience, and performance expectations you have for those responsible for managing your investments.
5. Establish guidelines for monitoring and reviewing your investment portfolio. Define how often you will evaluate the performance of your investments and what benchmarks or criteria you will use to assess their success.
6. Include a section on risk management. Identify the potential risks associated with your investments and outline strategies to mitigate and manage those risks. This may involve diversification, hedging techniques, or implementing risk management tools.
7. Clearly outline the roles and responsibilities of those involved in the investment decision-making process. This includes identifying who will have authority to make investment decisions, establish investment guidelines, and monitor investment performance.
8. Consider including a section on ethical or socially responsible investing if it aligns with your investment objectives. This involves incorporating ethical or environmental considerations into your investment decision-making process.

Who needs a draft investment policy:

1. Institutional investors such as pension funds, endowments, foundations, and insurance companies may require a draft investment policy to govern their investment activities.
2. Investment advisory firms and wealth managers may use draft investment policies to guide their clients' investment decisions and ensure compliance with their investment objectives.
3. Individual investors, particularly high-net-worth individuals or those with complex investment portfolios, may benefit from creating a draft investment policy to provide clarity and structure to their investment strategy.

In conclusion, filling out a draft investment policy involves carefully considering your investment goals, defining the purpose and scope of the policy, determining asset allocation strategies, selecting investment managers, establishing monitoring guidelines, managing risks, and outlining roles and responsibilities. Various entities, including institutional investors, investment advisory firms, and individual investors, may need a draft investment policy to guide their investment decisions effectively.

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