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Event Date Thu Feb 27 EST (almost 2 years ago)
Region All
Details

Investment fiduciaries have an obligation to document a prudent investment decision-making process but many individuals and committees struggle with the development, drafting and documentation of a formal written investment policy statement. This topic on the development of the investment policy statement will help investment fiduciaries to adopt a disciplined and repeatable document drafting process. You will learn how to draft and review an investment policy statement that will help you to meet your fiduciary obligations, document your investment decision-making process and get all fiduciaries to the entity in alignment with the investment strategy of the entity. The material will outline the disciplined process that you can use to develop a formal investment policy statement. We will identify the main components of an investment policy statement and then show you how to draft an investment policy statement tailored to your entity by reviewing examples of each of the eight components of an investment policy statement. Finally we will review the best practices for reviewing and updating an investment policy statement to keep the investment policy statement both relevant and useful. You will learn the art of developing an investment policy statement so it can be used as a tool to improve your investment decision-making process.

Learning Objectives:

• You will be able to explain fiduciary responsibilities related to the investment policy statement.
• You will be able to describe the role of an investment policy statement in a prudent investment decision-making process.
• You will be able to identify the major components of an investment policy statement.
• You will be able to review the process used to draft an investment policy statement.

Speakers

2020 Speakers

FACULTY SPEAKER:

David J. Bromelkamp
President and CEO, Allodium Investment Consultants