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This document outlines Harbour\'s investment philosophy, policies, and objectives for various managed investment funds, detailing their investment strategies, compliance requirements, and performance monitoring processes.
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01
Define the objective of the investment policy.
02
Identify the types of assets to be included in the portfolio.
03
Determine the risk tolerance level of the investor.
04
Establish investment constraints, such as liquidity, legal, and regulatory issues.
05
Outline the investment strategy, including asset allocation and diversification plans.
06
Set performance benchmarks for evaluating investment outcomes.
07
Describe the process for monitoring and reviewing the investment policy regularly.
08
Ensure that the document is clearly written and understood by all stakeholders.

Who needs statement of investment policy?

01
Individual investors looking for structured guidance on their investments.
02
Institutional investors such as pension funds and endowments to outline their investment strategy.
03
Financial advisors to provide a clear framework for managing client assets.
04
Non-profit organizations to ensure responsible management of their funds.
05
Corporations with investment portfolios requiring strategic oversight.
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A statement of investment policy (SIP) is a document that outlines the guidelines, rules, and objectives for managing an investment portfolio. It typically includes asset allocation strategies, investment goals, risk tolerance, and the criteria for selecting investments.
Entities such as pension funds, investment managers, and other institutional investors are generally required to file a statement of investment policy. This can also apply to organizations that manage significant investment portfolios.
To fill out a statement of investment policy, one should clearly define the investment goals and objectives, articulate the investment strategy, specify risk tolerance, outline asset allocation, and establish performance measurement criteria. It's essential to ensure that the document is comprehensive and complies with relevant regulations.
The purpose of a statement of investment policy is to provide a clear framework for making investment decisions, ensuring alignment with the organizational goals, managing risks effectively, and serving as a communication tool between those managing assets and stakeholders.
Information that must typically be reported includes the investment objectives, time horizon, asset allocation strategy, risk tolerance, performance benchmarks, investment management structure, and any specific restrictions or guidelines.
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Relevant keywords

Harbour Asset Management investment policy managed investment funds investment strategies financial markets conduct performance monitoring ESG considerations compliance investment objectives portfolio management

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