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CITY OF TALLAHASSEE
NONPERSON INVESTMENT POLICY
(Commission Policy 234)
Approved July 19, 2017,
Table of Contents
INTRODUCTION...........................................................................................................................................
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What is non pension investment policy?
Non pension investment policy is a document outlining an organization's guidelines and strategies for investing funds that are not related to pension plans.
Who is required to file non pension investment policy?
Various organizations such as corporations, non-profit organizations, and government entities may be required to file a non pension investment policy.
How to fill out non pension investment policy?
Non pension investment policy can be filled out by specifying the organization's investment goals, risk tolerance, asset allocation strategy, and monitoring procedures.
What is the purpose of non pension investment policy?
The purpose of a non pension investment policy is to provide a framework for making investment decisions that align with the organization's financial goals and risk tolerance.
What information must be reported on non pension investment policy?
Information such as investment objectives, asset allocation targets, risk management strategies, and performance benchmarks must be reported on a non pension investment policy.
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