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INVESTMENT POLICY STATEMENT For Rhode Island 457(b) PlansPrepared: October 2017 Restated: October 2019TABLE OF CONTENTS Page Purpose ...........................................................................................................................................................

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How to fill out investment policy statement

01

Step 1: Define the purpose of the investment policy statement.

02

Step 2: Outline the investment goals and objectives.

03

Step 3: Establish the risk tolerance level.

04

Step 4: Determine the asset allocation strategy.

05

Step 5: Include guidelines for monitoring and reviewing the investment portfolio.

06

Step 6: Clearly state the roles and responsibilities of those involved in managing the investments.

Who needs investment policy statement?

01

Individual investors

02

Institutional investors

03

Financial advisors

04

Investment managers

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What is investment policy statement?

An investment policy statement is a document that outlines the guidelines, objectives, and strategies for managing an individual's or organization's investments.

Who is required to file investment policy statement?

Institutional investors such as pension funds, endowments, and foundations are typically required to file investment policy statements.

How to fill out investment policy statement?

To fill out an investment policy statement, one should include information on investment goals, risk tolerance, asset allocation, and monitoring and evaluation procedures.

What is the purpose of investment policy statement?

The purpose of an investment policy statement is to provide a roadmap for making investment decisions and to ensure that investments align with the individual's or organization's goals.

What information must be reported on investment policy statement?

Information that must be reported on an investment policy statement typically includes investment objectives, risk tolerance, time horizon, asset allocation targets, and performance benchmarks.

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