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FAC Agenda Item 6e Investment Policy Biennial Review and Amendments BACKGROUND The biennial review of the Investment Policy by the Board is part of the internal control process to monitor its efficacy
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How to fill out investment policy biennial review

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How to fill out investment policy biennial review

01
Review the current investment policy document to identify any updates needed
02
Gather relevant financial data and investment performance reports
03
Evaluate the current investment strategy in light of any changes in the market or organization's goals
04
Consider any regulatory changes that may impact the investment policy
05
Document any revisions or updates made during the review process
06
Obtain approval from relevant stakeholders before finalizing the revised investment policy

Who needs investment policy biennial review?

01
Organizations that have an investment portfolio
02
Financial institutions
03
Investment managers
04
Corporate entities with fiduciary responsibilities
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The investment policy biennial review is a process where organizations review and evaluate their investment policies every two years.
Organizations that have investment policies in place are required to file the investment policy biennial review.
The investment policy biennial review can be filled out by assessing the current investment policy, reviewing its effectiveness, and making any necessary updates.
The purpose of the investment policy biennial review is to ensure that the organization's investment policy remains relevant, effective, and aligned with its objectives.
The investment policy biennial review must include details on the organization's investment strategy, performance, risk management, and compliance with regulations.
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