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TOWN OF LITCHFIELD INVESTMENT POLICYReviewed by BOS on April 8, 2019PURPOSE The purpose of this Policy is to comply with RSA 41:9 VII, which requires the Board of Selectmen to annually review and
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Identify your investment goals and objectives.
02
Determine your risk tolerance.
03
Define the investment strategy that aligns with your goals and risk tolerance.
04
Establish guidelines for asset allocation and diversification.
05
Include details on monitoring and reviewing the investment performance.
06
Specify any constraints or restrictions on the investment decisions.

Who needs investment policy statement?

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Individual investors who want a clear and organized approach to their investments.
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Financial advisors and planners who need to understand their clients' investment goals and constraints.
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Institutional investors such as pension funds, endowments, and foundations that require a formal document outlining their investment strategy.
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The investment policy statement is a document that outlines the guidelines and objectives of an investment portfolio, including the asset allocation, risk tolerance, and investment strategy.
Institutional investors such as pension funds, endowments, and foundations are typically required to file an investment policy statement.
To fill out an investment policy statement, one must carefully assess their investment goals, risk tolerance, time horizon, and desired asset allocation. It is recommended to seek professional advice when creating an investment policy statement.
The purpose of an investment policy statement is to provide a roadmap for investment decisions, ensure consistency in investment strategy, and clearly communicate objectives to relevant parties.
An investment policy statement typically includes the investor's financial goals, risk tolerance, investment time horizon, asset allocation targets, performance benchmarks, and any constraints or restrictions on investments.
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