Creating Investment Policy
- Topics:
- Commercial Lending
- Tags:
- Asset,
- Asset Allocation,
- Asset Management,
- Business Operations,
- Investment Policy Statement,
- Operational Planning,
- State Street
- Source:
- State Street
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Overview: An investment policy statement is an important document that will develop a "blueprint" for managing an organization's assets. A well-developed statement will establish long-term objectives, promote adherence to these objectives, provide a disciplined process, and serve as a guide through difficult markets. Creating an asset allocation policy is an interactive process in which an organization must consider the strategic goals and objectives for their pools of assets. The process can be categorized into four important steps - evaluation, construction, implementation, and review. Each step by itself requires detailed analysis, but equally important is that all four must be completed for a thorough review. Developing an investment policy can be an involved process, but is necessary for a successful investment program. The steps of evaluation, construction, implementation, and review provide the framework for developing a policy that will meet an organization's investment goals and objectives.
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Format: PDF | Date: Apr 2003 | Pages: 1
