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Statement of Investment Governance approval by:Pension Trustees at their meeting held on 27th January 2022Date due for Review: Not later than 27th January 20251Introduction: The purpose of this document

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How to fill out statement of investment governance

01

Start by gathering all relevant information related to the investments being made.

02

Review the investment policy statement to ensure all guidelines are being followed.

03

Gather input from key stakeholders involved in the investment decision-making process.

04

Fill out the statement of investment governance by detailing the investment objectives, risk tolerance, and decision-making process.

05

Review the completed statement with the appropriate parties and make any necessary revisions before finalizing.

06

Distribute the final statement of investment governance to all relevant parties for reference.

Who needs statement of investment governance?

01

Institutional investors such as pension funds, endowments, and foundations who oversee large investment portfolios.

02

Investment management firms and financial advisors who manage investments on behalf of clients.

03

Any organization or individual looking to formalize their investment decision-making process and establish guidelines for managing investments.

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What is statement of investment governance?

The statement of investment governance is a document that outlines the investment policies and procedures of an organization.

Who is required to file statement of investment governance?

Any organization or institution that manages investments is required to file a statement of investment governance.

How to fill out statement of investment governance?

The statement of investment governance can be filled out by detailing the organization's investment objectives, risk tolerance, decision-making process, and monitoring mechanisms.

What is the purpose of statement of investment governance?

The purpose of the statement of investment governance is to provide transparency and accountability in the management of investments.

What information must be reported on statement of investment governance?

The statement of investment governance must include information on investment objectives, risk management strategies, asset allocation, and performance benchmarks.

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