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Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

 

Learn how to read, draft and document investment policy statements.

Investment fiduciaries have an obligation to document a prudent investment decision-making process but many individuals and committees struggle with the development, drafting and documentation of a formal written investment policy statement. This topic on the development of the investment policy statement will help investment fiduciaries to adopt a disciplined and repeatable document drafting process. You will learn how to draft and review an investment policy statement that will help you to meet your fiduciary obligations, document your investment decision-making process and get all fiduciaries to the entity in alignment with the investment strategy of the entity. The material will outline the disciplined process that you can use to develop a formal investment policy statement. We will identify the main components of an investment policy statement and then show you how to draft an investment policy statement tailored to your entity by reviewing examples of each of the eight components of an investment policy statement. Finally we will review the best practices for reviewing and updating an investment policy statement to keep the investment policy statement both relevant and useful. You will learn the art of developing an investment policy statement so it can be used as a tool to improve your investment decision-making process.

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Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

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Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Faculty

David J. Bromelkamp

David J. Bromelkamp

Allodium Investment Consultants

  • President and CEO of Allodium Investment Consultants since 2005
  • Accredited Investment Fiduciary (AIF®) since 2003 and CPA (inactive) since 1988
  • Over 30 years of experience providing investment management consulting for both individual investors and institutional investors with specialized expertise advising fiduciaries responsible for foundations, endowments, nonprofit organizations and both personal and charitable trusts
  • Speaks frequently to professional trade associations on the best practices of fiduciary investment management
  • He has taught continuing professional education courses on fiduciary investment management for the Minnesota Society of Certified Public Accountants (MNCPA), the Minnesota State Bar Association (MSBA), and the Fi360 INSIGHTS Professional Development Conference
  • Written several articles and white papers related to fiduciary investment management
  • Member: Minnesota Society of Certified Public Accountants, National Association of Personal Financial Planners, CEFEX Nonprofit Market Council, MarketCounsel Member Council
  • B.S. degree, Saint John’s University, Collegeville, Minnesota; M.A. degree, University of St. Thomas, Saint Paul, Minnesota
  • Can be contacted at 612-230-3702, [email protected] or www.allodium.com
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Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

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