The Need

Over the past few years more and more not-for-profit organizations are realizing the need for a welldrafted, formal investment policy. Without a clear policy, directors and management of the organization may be failing in their fiduciary responsibilities. Any organization that has assets to invest needs to have explicit policies to guide their investment activities. By establishing a formal policy that is built around the organization's specific goals and objectives, directors can be assured of a stable financial future for the organization.

The Process

The process of creating an investment policy begins by defining the overall goals,…
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