Investment Policy for Not-for-Profit Organizations
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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

James D Bush

Regions Financial Corporation

August 13, 2008


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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


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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


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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


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Leading The Way

Board Oversight

  • Prudent Person Rule

  • Regular Reviews

  • Avoid Conflicts

  • IPS is a Dynamic Tool


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