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CDIACCMTA Fundamentals of Public Fund Investing January 23, 2019, Deborah M. Higgins, President John Johnson, Chief Deputy TreasurerSESSION FIVE: INVESTMENT POLICY AND OBJECTIVESSESSION OBJECTIVES
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Individual investors looking to manage their investment portfolios effectively.
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Institutional investors such as pension funds, endowments, and foundations.
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Government agencies managing public funds.
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Investment policy and objectives are guidelines and goals set by an organization to outline how it will manage its investments in order to achieve specific financial outcomes.
Certain organizations such as pension funds and institutional investors are required to file investment policy and objectives with regulatory authorities.
To fill out investment policy and objectives, organizations should clearly outline their investment goals, risk tolerance, asset allocation strategy, and monitoring procedures.
The purpose of investment policy and objectives is to provide a framework for decision-making, ensure alignment with organizational goals, and communicate investment strategy to stakeholders.
Information reported on investment policy and objectives typically includes investment goals, risk management processes, investment restrictions, and performance benchmarks.
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