term investment mix employed under this Investment Policy Statement. Prudently diversify the portfolio’s assets to meet an agreed upon risk/return profile. Prepare and maintain this investment policy statement. OVERVIEW 1.1. This Investment Policy Statement (“IPS”) is authorized by the Board of Directors of The University of Connecticut Foundation, Inc. (“Foundation”) to provide a framework for the management of assets invested in the long-term investment portfolio (“Portfolio”). Heron Foundation (“Heron”) exists solely to serve a public purpose — in our case, making investments that further the ability of people and communities to move … Investment Manager shall serve as the investment manager and investment advisor to the Fund until its resignation or termination by ABC. Within each of the major asset classes, sub asset classes and strategies will be deployed to achieve full diversification. 5. Clayton State University Foundation Investment Policy Statement The asset class targets and ranges shown below are the currently approved investment levels consistent with the Foundation’s investment objectives. Preservation of Capital Consistent with their respective investment styles and philosophies, - investment managers should, based on the Foundation’s investment objectives,make reasonable efforts to preserve capital, understanding that losses may occur in individual securities.
… Investment Policy Statement Last Affirmed: December 2017 F.B. Investment Philosophy. 12. Review of Investment Policy Statement This Investment Policy Statement … This paper discusses the key elements of an investment policy statement (IPS) and its role in helping lay a foundation of governance structure to and probability of investing success. STATEMENT OF INVESTMENT POLICY I. Investment Policy Statement for The UCLA Foundation Long-Term Endowment Pool. ABC INVESTMENT POLICY STATEMENT PAGE 4 . Calgary Foundation - Statement of Investment Policy 4. 4. An Investment Policy Statement is an excellent tool for financial advisors to create roadmap, a game plan if you will, to manage client portfolios. 5. Preamble: STATEMENT OF INVESTMENT BELIEFS 3-6 . II. 1. Related Information. This Investment Policy Statement applies to the Long Term, Secondary Long Term and the Short Term Investment Portfolios of Burlington Community Foundation (“Foundation” or “BCF”). Define the investor. Foundation Trust; Our Work With For Profits; Our Investment Philosophy . The purpose of this Investment Policy Statement (IPS) is to assist the Foundation in effectively supervising, monitoring and evaluating the investment of the Foundation’s assets. Therefore, this policy statement is intended to be used as a guideline rather than a rigid statement of policy from which there can be no deviation. Family Trusts, which are the subject of this Investment Policy Statement.” 1b. The document also outlines roles and responsibilities. Recognizing that higher returns involve some volatility, there is a willingness to tolerate a 0% to 7% decline in the value of the
General The Board of Directors (the “Board”) of the Foundation is responsible for the development and periodic … 1. II.
2. Liquidity of Investments 4.1 The Fund’s short-term liquidity requirements are expected to be minimal. Learn about the anatomy of an Investment Policy Statement (IPS). 1. HAMILTON COMMUNITY FOUNDATION .
2. Investment Manager will be required to provide IRL with performance, asset allocation and currency allocation data together with copy valuations in accordance with the Trustees’ instructions. The Foundation’s investment program is defined in the various sections of the IPS by: INVESTMENT MANAGEMENT POLICY .
approved by HCF Board of Directors . The Investment Managers have full discretion to manage the assets of the Foundation in accordance with the investment objectives and guidelines expressed by this Statement of Investment Policy. Liquidity of Investments 4.1 The Fund’s short-term liquidity requirements are expected to be minimal.