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Octagon Investment Funds Product Disclosure Statement Offer of units in the Octagon Investment Funds Date: 23 July 2024 Investment Manager: Octagon Asset Management Limited Issuer: Forsyth Barr Investment

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How to fill out statement of investment policy

01

Start by outlining the investment objectives of your organization.

02

Specify the target return on investment and risk tolerance levels.

03

Define the asset allocation strategy and the types of investments allowed.

04

Establish guidelines for selecting and monitoring investments.

05

Include procedures for reporting and reviewing the performance of the investment portfolio.

06

Obtain approval from the board of directors or relevant stakeholders.

Who needs statement of investment policy?

01

Organizations such as pension funds, endowments, foundations, and other institutional investors need a statement of investment policy to guide their investment decisions.

02

Individual investors or wealth management firms may also benefit from having a clear investment policy to align with their financial goals and risk tolerance.

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What is statement of investment policy?

The statement of investment policy is a document that outlines the guidelines and procedures for managing an organization's investments.

Who is required to file statement of investment policy?

Organizations such as pension funds, endowments, and other institutional investors are required to file a statement of investment policy.

How to fill out statement of investment policy?

The statement of investment policy can be filled out by specifying the investment goals, risk tolerance, asset allocation, and other relevant information.

What is the purpose of statement of investment policy?

The purpose of the statement of investment policy is to provide clarity and transparency concerning the organization's investment strategy.

What information must be reported on statement of investment policy?

The statement of investment policy must include information on investment objectives, investment constraints, risk management procedures, and performance evaluation.

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