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To: Administration and Finance CommitteeDate: May 21, 2014From: Kathy Casenave, Director of FinanceReviewed by:SUBJECT: Investment Guidelines Document for PARS PostRetirement Health Care Plan TrustSummary

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What is investment guidelines document for?

The investment guidelines document serves as a framework outlining the rules and criteria for managing investments, ensuring consistency and compliance with objectives.

Who is required to file investment guidelines document for?

Entities such as investment managers, institutional investors, and organizations managing funds are typically required to file the investment guidelines document.

How to fill out investment guidelines document for?

To fill out the investment guidelines document, provide detailed information on investment objectives, permissible asset classes, risk tolerance, and any restrictions specific to the investment strategy.

What is the purpose of investment guidelines document for?

The purpose of the investment guidelines document is to establish clear parameters for investment decisions, align strategies with goals, and ensure compliance with regulatory requirements.

What information must be reported on investment guidelines document for?

The document must report details such as investment objectives, asset allocation, risk management strategies, and compliance measures related to the investment approach.

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