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EXHIBIT A CITY OF ELK GROVE INVESTMENT POLICY Fiscal Year 20132014 CITY OF ELK GROVE INVESTMENT POLICY I. PURPOSE This statement is intended to provide guidelines for the prudent investment of the

How to fill out investment policy 12-13 revision

How to fill out investment policy 12-13 revision:

1. Begin by reviewing the current investment policy 12-13. Understand the existing guidelines and objectives that were set for the previous period.
2. Assess any changes in the organization's financial goals or risk tolerance that may require updates to the investment policy. Consider any changes in the economic or market conditions that could impact investment strategies.
3. Determine the necessary revisions to the investment policy. This may involve updating the target asset allocation, adjusting risk management strategies, or incorporating new investment instruments.
4. Consult with stakeholders who are involved in the investment decision-making process. This may include the finance team, investment committee, board of directors, or external advisors. Seek their input and incorporate their feedback into the revised policy.
5. Clearly define the responsibilities and roles of those involved in implementing the investment policy. Specify who will have authority for making investment decisions, monitoring performance, and ensuring compliance.
6. Ensure that the revised investment policy aligns with legal and regulatory requirements. Consider any industry-specific regulations or guidelines that may impact the organization.
7. Communicate the revisions to all relevant parties. This may involve conducting training sessions or providing written materials to ensure everyone understands the updated investment policy and their responsibilities.
8. Review and finalize the revised investment policy with all necessary approvals. Ensure that it is signed off by the appropriate authorities.
9. Establish a process for ongoing monitoring and evaluation of the investment policy's effectiveness. Regularly review performance reports, communicate with investment managers, and assess whether any further revisions are necessary.

Who needs investment policy 12-13 revision:

1. Organizations or institutions that have an existing investment policy for the period 2012-2013.
2. Entities that have experienced changes in their financial goals, risk tolerance, or market conditions since the previous investment policy was implemented.
3. Stakeholders involved in the investment decision-making process, including the finance team, investment committee, board of directors, or external advisors, who need to ensure that the investment policy remains up to date and aligned with their goals.

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What is investment policy 12-13 revision?

Investment policy 12-13 revision refers to the updating or modification of the investment strategy or guidelines for a specific period of time.

Who is required to file investment policy 12-13 revision?

Organizations or entities that have investments and follow certain regulations requiring the filing of updated investment policies.

How to fill out investment policy 12-13 revision?

To fill out investment policy 12-13 revision, one must review the current policy, make necessary updates, and document any changes made.

What is the purpose of investment policy 12-13 revision?

The purpose of investment policy 12-13 revision is to ensure that the investment strategy remains relevant and effective in achieving the organization's financial goals.

What information must be reported on investment policy 12-13 revision?

Information such as investment objectives, asset allocation, risk tolerance, and any changes to the investment strategy must be reported on the investment policy 12-13 revision.