Get the free Investment Policy Statement - Blue Grass Community Foundation - bgcf

Blue Grass Community Foundation Investment Policy Statement I. DEFINITIONS II. OBJECTIVES III. PERFORMANCE MEASUREMENT IV. GUIDELINES×RESTRICTIONS V. ACKNOWLEDGEMENT Approved by the Board of Directors

How to fill out investment policy statement

1. Begin by understanding the purpose and importance of an investment policy statement (IPS). This document outlines the guidelines, objectives, and strategies for managing investments.
2. Start by identifying the individuals or entities who will be involved in the investment decision-making process. This typically includes individuals such as trustees, investment advisors, or portfolio managers.
3. Determine the investment goals and objectives that will guide your investment decisions. These goals may include aspects such as capital preservation, income generation, or growth.
4. Consider your risk tolerance as well as the time horizon for your investments. This information will help determine the appropriate asset allocation and investment strategies to be included in the IPS.
5. Outline the investment strategy that will be employed. This could include factors such as the type of assets to be invested in (stocks, bonds, real estate, etc.), geographic considerations, or specific sectors to focus on.
6. Specify any restrictions or limitations that should be taken into account. For example, ethical or socially responsible investing principles, restrictions on certain types of investments, or concentration limits for specific asset classes.
7. Include guidelines for monitoring and reviewing the investment performance. Define the frequency of reviews, the benchmarks to be used for comparison, and the criteria for making adjustments to the investment strategy if required.
8. Communicate the IPS to all relevant parties involved, ensuring everyone understands the guidelines and objectives outlined in the document. This will help align the decision-making process and ensure consistent implementation.

Who needs an investment policy statement?

1. Individuals or families who have significant investable assets can greatly benefit from having an investment policy statement. It provides a well-defined roadmap for managing their investments and ensures that decisions are based on a clearly outlined strategy.
2. Institutional investors such as pension funds, endowments, or foundations also require an investment policy statement to communicate their investment objectives, constraints, and guidelines to the investment professionals responsible for managing their funds.
3. Investment advisors and portfolio managers can use an IPS as a guiding document when making investment decisions on behalf of their clients. It helps ensure that the chosen investments align with the client's goals, risk tolerance, and time horizon.

In summary, filling out an investment policy statement involves understanding the purpose of the document, identifying the individuals or entities involved, defining investment goals and objectives, determining risk tolerance and time horizon, outlining the investment strategy, specifying limitations, establishing monitoring guidelines, and communicating the IPS to relevant parties. The individuals and entities who benefit from an IPS include individuals/families with significant assets, institutional investors, and investment advisors/portfolio managers.

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What is investment policy statement?

An investment policy statement is a document that outlines the guidelines and objectives of an individual or organization's investment portfolio.

Who is required to file investment policy statement?

Investment policy statements are typically required for institutional investors such as pension funds, endowments, and foundations.

How to fill out investment policy statement?

To fill out an investment policy statement, you should include information about your investment goals, risk tolerance, time horizon, asset allocation, and monitoring procedure.

What is the purpose of investment policy statement?

The purpose of an investment policy statement is to provide a roadmap for making investment decisions that align with your overall financial goals and risk tolerance.

What information must be reported on investment policy statement?

Information such as investment objectives, risk tolerance, asset allocation targets, monitoring procedures, and decision-making processes should be included in an investment policy statement.