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INVESTMENT POLICY STATEMENTAdopted November 17, 2011 Reviewed December 12, 2018 Adopted October 29, 2019Page 1 of 47TABLE OF CONTENTS Page Executive Summary. 3 Scope and Purpose of Investment Policy.
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01
Determine the investment goals: Start by defining your investment objectives and risk tolerance.
02
Establish the investment time horizon: Consider the length of time you plan to invest before needing to access the funds.
03
Define the asset allocation strategy: Decide on the mix of stocks, bonds, and other investments that align with your goals and risk tolerance.
04
Include guidelines for monitoring and rebalancing: Set clear procedures for reviewing your investments and making adjustments as needed.
05
Consider tax implications: Take into account the tax impact of your investment decisions and incorporate tax-efficient strategies.
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Review and revise periodically: Regularly revisit and update your investment policy statement to reflect changes in your financial situation or objectives.

Who needs investment policy statement considerations?

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Individual investors looking to clearly define their investment goals and strategies.
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Financial advisors and wealth managers assisting clients with their investment decisions.
03
Institutional investors such as pension funds or endowments seeking a formalized framework for managing their assets.
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Investment policy statement considerations refer to the guidelines and criteria that investors should evaluate when creating an investment policy statement, which outline their investment objectives, risk tolerance, asset allocation, and compliance with legal and fiduciary responsibilities.
Typically, institutional investors, such as pension funds, endowments, and foundations, are required to file investment policy statement considerations to ensure transparency and adherence to investment standards.
To fill out investment policy statement considerations, an investor should gather pertinent information regarding their investment goals, risk tolerance, asset classes to be included, performance evaluation criteria, and any legal or regulatory obligations.
The purpose of investment policy statement considerations is to provide a clear framework for making informed investment decisions, guiding the management of investment assets, and aligning investment activities with the investor's goals and risk appetite.
Information that must be reported includes the investment objectives, risk tolerance, asset allocation strategies, performance benchmarks, and compliance measures relevant to the investment portfolio.
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