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TO:Executive Committee, SETRPCFROM:Jeff King ControllerSUBJECT:Approval of Investment Policy & StrategiesDATE:September 21, 2022A resolution adopting our policy has been provided for your review along

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How to fill out investment policy statement

01

Identify your investment goals and risk tolerance.

02

Determine your time horizon for investing.

03

Outline your current financial situation and assets.

04

Establish your target asset allocation.

05

Specify any restrictions or guidelines for your investments.

06

Detail your monitoring and evaluation process for your investments.

Who needs investment policy statement?

01

Individual investors looking to organize and formalize their investment strategy.

02

Financial advisors managing investments for clients.

03

Pension funds, endowments, and other institutional investors.

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What is investment policy statement?

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

Who is required to file investment policy statement?

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

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 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 investor's objectives.

What information must be reported on investment policy statement?

Information such as investment goals, risk tolerance, asset allocation targets, performance benchmarks, and monitoring procedures must be reported on an investment policy statement.

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