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This document outlines the investment objectives and policy guidelines for the Pooled Endowment Fund of The Episcopal Church in Hawai`i. It defines the roles and responsibilities of the Client, Investment Manager, and Investment Consultant, while establishing performance standards and specific investment guidelines. The investment strategies aim to achieve a return that meets spending needs and provides inflation protection.

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What is statement of investment objectives?

A statement of investment objectives is a document that outlines an investor's goals, risk tolerance, and investment strategies. It serves as a guide for making investment decisions.

Who is required to file statement of investment objectives?

Individuals and institutions managing certain types of investment funds or accounts, particularly those regulated by financial authorities, are generally required to file a statement of investment objectives.

How to fill out statement of investment objectives?

To fill out a statement of investment objectives, the investor should specify their financial goals, risk levels, investment timeframe, and any specific preferences for the types of investments they want to pursue.

What is the purpose of statement of investment objectives?

The purpose of a statement of investment objectives is to provide a clear framework for investment decisions, helping ensure that strategies align with the investor's goals and risk tolerance.

What information must be reported on statement of investment objectives?

The information that must be reported includes the investor's financial goals, investment horizon, risk tolerance, asset allocation preferences, and any constraints or guidelines governing the investments.

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