Get the free GERS Investment Policy Statement 4-17-12 - Pontiac General bb - pontiacgers

Investment Policy Statement For The City of Pontiac General Employees Retirement System Revised September 23, 2009, Revised August 23, 2011, Revised April 25, 2012, Pontiac General Employees Retirement

How to fill out gers investment policy statement

How to fill out GERS investment policy statement:

1. Start by gathering all relevant information about your investment goals, risk tolerance, and time horizon. This includes determining your financial objectives, desired returns, and any specific investment preferences or restrictions you may have.
2. Review the investment policy statement template provided by GERS. This document outlines the necessary sections and information required. Familiarize yourself with the format and structure before proceeding.
3. Begin by completing the introductory section of the investment policy statement. This typically includes your name or the name of the entity the statement is being prepared for, as well as the date of completion.
4. Move on to the investment objectives section. Clearly state your investment goals, such as capital appreciation, income generation, or preservation of capital. Be specific and realistic in your goals, considering both short-term and long-term objectives.
5. Assess your risk tolerance and outline it in the risk management section. This involves evaluating how comfortable you are with potential fluctuations in investment value and the potential loss of capital. Specify any risk limitations or constraints you wish to impose.
6. Next, address the asset allocation strategy. Determine the ideal mix of asset classes that align with your investment objectives and risk tolerance. This may include equities, fixed income, real estate, or alternative investments. Specify the target allocation percentages and any allowable deviation ranges.
7. Consider any specific investment guidelines or restrictions you want to impose. For example, you may wish to exclude certain industries or companies from your investment portfolio based on ethical or personal beliefs. Clearly define these guidelines in the respective section of the investment policy statement.
8. Assess the expected investment period and liquidity needs. Determine how long you are willing to hold your investments and specify any liquidity requirements you may have. This will help shape your investment strategy and asset selection.
9. Once you have filled out all the relevant sections, review the investment policy statement to ensure accuracy, clarity, and consistency. Make any necessary revisions or edits before finalizing the document.

Who needs GERS investment policy statement?

1. Individual investors: Individuals who wish to have a clear and comprehensive document outlining their investment objectives and strategies can benefit from having an investment policy statement. It provides a structured approach to managing investments and helps ensure alignment with personal financial goals.
2. Institutional investors: Organizations, such as pension funds, endowments, or foundations, require investment policy statements to guide their investment activities. These statements help ensure the responsible and efficient management of institutional funds, including the alignment of investments with the organization's mission and objectives.
3. Financial advisors: Professionals in the financial industry often use investment policy statements to establish clear guidelines for managing client portfolios. By understanding the client's goals, risk tolerance, and preferences, financial advisors can design appropriate investment strategies that meet their clients' needs while adhering to industry regulations and best practices.

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What is gers investment policy statement?

The GERS investment policy statement is a document outlining the investment objectives and guidelines for managing the retirement fund's assets.

Who is required to file gers investment policy statement?

The board of trustees of the Government Employees Retirement System (GERS) is required to file the investment policy statement.

How to fill out gers investment policy statement?

The investment policy statement can be filled out by the trustees in consultation with investment professionals and legal advisors.

What is the purpose of gers investment policy statement?

The purpose of the investment policy statement is to provide a clear framework for decision-making and ensure that the retirement fund's assets are managed prudently.

What information must be reported on gers investment policy statement?

The investment policy statement must include the fund's investment objectives, risk tolerance, asset allocation strategy, and guidelines for selecting and monitoring investment managers.