This Investment Policy Statement (“Statement”) is established by the Investment Committee of the Board of Trustees (the “Committee”) for the guidance of the Committee, the Office of Investment ...

Each client should have an investment policy statement, but sometimes they don't want to go through the hassle of putting one together," he says. For example, if an advisor is investing money in ...

Among other things, the Investment Policy Statement stipulates that endowment investments ... or have a track record of gross ecological violations, for example. It is not our practice, however, to ...

Your investment policy statement can be thought of as an instructional ... which automatically optimizes asset allocation by age on a glidepath. For example, a 2050 target date fund would be ...