Investment Policy StatementSuccessful investing for long-term funds requires a strategic plan.  

The plan must be specific, it should embody in concrete terms the best thinking of the...

  • board of trustees
  • investment pool, and
  • goals and purposes.

But, it also needs to be sufficiently flexible to guide the board through environments that may be very different from those prevailing at the time of its adoption.

Download the white paper and sample templates by filling in your details to review the key features needed in such a plan.