Investments

Investment policies

Investment policies refer to policies the board has defined and/or approved guiding how the various organizational funds should be invested.

Your investment policy should clarify the following points:

• roles and responsibilities
• investment objectives and goals
• asset allocation guidelines including diversification
• spending rules
• investment restrictions/prohibitions
• performance measurements and review
• reporting requirements

Investment policy requrements to consider

https://www.councilofnonprofits.org/running-nonprofit/administration-and-financial-management/investment-policies-nonprofits

Sample investment policies

http://nc.casaforchildren.org/files/public/community/programs/IndicatorsCompliance/2012_Samples/10_Reserves/Sample_2.pdf

http://www.regions.com/-/media/pdfs/insights/Sample_Investment-Policy-Statement_Regions.pdf