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Policy development for endowments, foundations, hospitals, high net worth, and defined benefit investment programsThe policy development process is an important first step in developing an understanding of your specific needs and circumstances.Ellwood is driven to develop a clear understanding of every organization’s situation. We build consensus across committee members and provide additional analysis and discussion when needed.Our process for policy developmentThe policy development process has a natural chronology. It is important to address each step.
Step 1: ResearchWe focus on the following to form a policy statement:
Step 2: Draft a Statement of Investment PolicyFollowing this research, we develop a first draft of a Statement of Investment Policy. This combines your specific investment objectives and constraints with our insights.The final Statement of Investment Policy records:
Step 3: Implement and maintainThe final policy becomes the governing document for the investment program. The investment policy should be reviewed at least annually and revised if necessary.All of the analysis that we conduct (asset allocation, investment manager structure, manager selection, portfolio reporting, and benchmarking) is driven by the investment policies outlined for the portfolio.Goals aligned with needs and constraintsOur goal is to develop a portfolio that meets the investment objective while complying with your constraints. We specifically identify measures to assist investment committee members in evaluating the portfolio’s probability for goal achievement.Need an investment policy developed for your organization? Contact Ellwood today.