Well-run investment programs are built on the foundation of a thoughtful investment policy. Without a clear sense of the goals, expectations, constraints, and guidelines, finance & investment committees will be prone to pursue ineffective approaches leading to unsatisfactory results. This discussion will help organizations adopt and follow sound principles and policies with a better likelihood of success.
What You Will Learn:
-Core components of investment policy statements
-A framework for establishing decision and evaluation criteria on an ongoing basis.
-Framework for creating sound investment portfolios and setting long-term expectations
-Setting policies regarding how, when, and how frequently to revisit or revise policies in order to allow for evolution while maintaining continuity.