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BPT Retirement Benefits Scheme Statement of Investment Principles Implementation Statement The purpose of this Statement is to provide information which is required to be disclosed in accordance with
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01
Determine the purpose of the statement of investment principles
02
Identify the target audience for the statement
03
Outline the investment beliefs and objectives
04
Detail the investment strategy and approach
05
Include risk management policies and procedures
06
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Who needs statement of investment principles?

01
Pension funds
02
Endowments
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Foundations
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Insurance companies
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Investment firms
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The statement of investment principles is a document that outlines an organization's investment beliefs, objectives, policies, and strategies.
Pension schemes are required to file statement of investment principles.
To fill out a statement of investment principles, organizations need to outline their investment beliefs, objectives, policies, and strategies.
The purpose of the statement of investment principles is to provide transparency and accountability regarding an organization's investment decisions.
The statement of investment principles must include details about the organization's investment beliefs, objectives, policies, and strategies.
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