The Investment Policy Statement

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CSOONLINE Template II: Traditional Investment Policy Statement [NAME OF INSTITUTION] Statement of Investment Policy Number of Copies: As indicated in the Invoice Submission Clause in the contract. Number of Copies: As indicated in the Invoice Submission Clause in the contract. Format: Standard Form 1034, "Public Voucher for Purchases and Services Other Than Personal," and Standard Form 1035, "Public Voucher for Purchases and Services Other Than Personal-- Continuation Sheet," or reproduced copies of such forms marked ORIGINAL should be used to submit claims for reimbursement. In lieu of SF-1034 and SF-1035, claims may be submitted on the payee's letter-head or self-designed form provided that it contains the information shown on the sample invoice/financing request. Format: Standard Form 1034, "Public Voucher for Purchases and Services Other Than Personal," and Standard Form 1035, "Public Voucher for Purchases and Services Other Than Personal-- Continuation Sheet," or reproduced copies of such forms marked ORIGINAL should be used to submit claims for reimbursement. In lieu of SF-1034 and SF-1035, claims may be submitted on the payee's letter-head or self-designed form provided that it contains the information shown on the sample invoice/financing request. Adopted: [Date] Aug. 30th, 2023
Table of Contents Page Statement of Purpose .......................................................................................................3 General Principles............................................................................................................3 Roles and Responsibilities ................................................................................................3 Policy Review...................................................................................................................4 Goals and Objectives .......................................................................................................4 Objectives of the Fund........................................................................................4 Investment Philosophy........................................................................................4 Investment Policies and Procedures ..................................................................................5 Operating Guidelines..........................................................................................5 Investment Policy................................................................................................5 Asset Allocation, Investment Strategies, Guidelines and Restrictions ...................7 Spending.............................................................................................................8 Appendix A: Operating Guidelines ................................................................................9 Hypothetical Target Asset Allocation .....................................................9 Investment Strategies, Guidelines and Restrictions...............................10 2 ©2011 COMMONFUND
Page 2 and 3: Roots of Progress TRIO® CSO Online
Page 4 and 5: Four Primary Areas of Quantitative
Page 6 and 7: Sampling Methods Probability sampli
Page 8 and 9: Components of the investment policy
Page 10 and 11: For example, a series of funds to e
Page 12 and 13: What about outside investment manag
Page 14 and 15: Investment strategy of the fund, as
Page 16 and 17: The question of permitted and prohi
Page 18 and 19: Role of the fund in supporting the
Page 20 and 21: Appendix Sample Investment Policy S
Page 22 and 23: Table of Contents Statement of Purp
Page 24 and 25: The Investment Committee shall, as
Page 26 and 27: Risk and Liquidity Definition of Ri
Page 28 and 29: - Standard of conduct. In managing
Page 30 and 31: Spending 11 - Policy spending rate.
Page 32 and 33: Hypothetical Target Asset Allocatio
Page 34 and 35: The fixed income asset class includ
Page 36: Each manager using derivatives shal
Page 41 and 42: In fulfilling its responsibilities
Page 43 and 44: - Standard of conduct. In managing
Page 45 and 46: The Operating Guidelines, a templat
Page 47 and 48: Investment Strategies, Guidelines a
Page 49 and 50: -Alternatives. The following altern

The Investment Policy Statement

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