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View the online version at http://us.practicallaw.com/86165873Investment Review Checklist for 401(k) Plan Committees CAROL I. LUCKMANN, OSIER, HOS KIN & HARCOURT LLP WITH PRACTICAL LAW EMPLOYEE BENEFITS
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01
Start by understanding the purpose and goals of the investment policy statement.
02
Identify the target audience for the statement, such as investors, financial advisors, or company management.
03
Gather relevant information about the investment objectives, risk tolerance, time horizon, and other factors that will guide the investment decisions.
04
Clearly define the investment strategy, including asset allocation, diversification, and any specific investment restrictions or guidelines.
05
Specify the roles and responsibilities of those involved in the investment process, such as the investment committee or portfolio manager.
06
Provide a framework for monitoring and reviewing the performance of the investments, including benchmarks, reporting, and evaluation criteria.
07
Consider including a section on ethical or socially responsible investment practices, if applicable.
08
Review and revise the investment policy statement periodically to ensure it remains aligned with the changing needs and circumstances.

Who needs investment policy statement for?

01
Individual investors who want a clear roadmap for their investment decisions.
02
Institutional investors such as pension funds, endowments, or foundations that need to establish guidelines for managing large portfolios.
03
Financial advisors who require a documented framework to guide their clients' investment strategies.
04
Companies or organizations that want to establish consistent investment policies for their reserves or surplus funds.
05
Any entity that wants to ensure transparency, accountability, and compliance in their investment activities.
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The investment policy statement is a document that outlines an individual or organization's investment goals, objectives, risk tolerance, and guidelines for making investment decisions.
Individuals, organizations, or entities that have investment portfolios or manage investments on behalf of others are required to file an investment policy statement.
To fill out an investment policy statement, one must gather information on investment goals, risk tolerance, time horizon, and other relevant factors, and document them in a clear and concise manner.
The purpose of an investment policy statement is to provide a roadmap for investment decisions, ensure consistency in investment strategy, and communicate guidelines for managing investments.
Information such as investment objectives, risk tolerance, asset allocation, investment guidelines, and performance benchmarks must be reported on an investment policy statement.
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