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Investment Policy for Not-for-Profit Organizations

Investment Policy for Not-for-Profit Organizations. James D Bush Regions Financial Corporation August 13, 2008. The First Steps. Investment Policy is the Best Policy. What is an Investment Policy Statement? Specifies goals & objectives Specifies risk tolerance & constraints

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Investment Policy for Not-for-Profit Organizations

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  1. Investment Policy for Not-for-Profit Organizations James D Bush Regions Financial Corporation August 13, 2008

  2. The First Steps Investment Policy is the Best Policy • What is an Investment Policy Statement? • Specifies goals & objectives • Specifies risk tolerance & constraints • Specifies appropriate investments • Ensures diversification • Provides guidelines for your money manager • Defines specific rules • Assigns responsibility within the organization

  3. Answer These Questions Investment Policy is the Best Policy • Factors to Consider • Return • Risk • Time Horizon • Liquidity Requirements • Tax concerns • Legal and Regulatory Factors • Unique Circumstances

  4. Good Stewardship Investment Policy is the Best Policy • Investment Policy Checklist • Statement of Purpose • Statement of Responsibility and Authority • Blueprint of Investment Process • Annual Return Objective • Reasonable Long-Term Return Expectations • Investing Constraints • Risk Measurements • Asset Allocation Guidelines • Security Selection Parameters • Management Style • Results Measurement • Portfolio Balancing and Adjustment • Proxy Voting • Ethics and Conflicts of Interest

  5. Leading The Way Board Oversight • Prudent Person Rule • Regular Reviews • Avoid Conflicts • IPS is a Dynamic Tool

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