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Attachment A to Hayden & Rigel Asset Allocation Management Agreement (PRIAM) INVESTMENT POLICY STATEMENT HAE, AFT/AFL CIO RETIREE MEDICAL TRUST Effective March 1, 2023, I. The Trust The HAE, AFT/AFL
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Review the current investment policy statement to identify any outdated information or inconsistencies.
02
Consult with key stakeholders such as the investment committee, financial advisor, and board members to gather input on necessary changes.
03
Update the investment policy statement to reflect any changes in investment objectives, risk tolerance, or regulatory requirements.
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Review and finalize the restated investment policy statement with all relevant parties before implementation.

Who needs investment policy statement restated?

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Organizations or institutions looking to update their investment policy statement to reflect current market conditions, investment goals, or regulatory changes.
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Investment policy statement restated is a revised version of the original investment policy statement.
Any organization or entity that has an investment policy statement must file a restated version when updates or changes are made.
To fill out an investment policy statement restated, one must review the original policy, make any necessary updates, and ensure it is in compliance with regulations.
The purpose of an investment policy statement restated is to document any changes or updates made to the original policy to ensure clarity and compliance.
The investment policy statement restated should include details on investment objectives, risk tolerance, asset allocation, and any changes made to the original policy.
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