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Investment Management

Developing an Investment Policy

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November 18, 2014

The genesis of all good investment decisions is a solid investment policy.

The investment policy is the roadmap that drives all investment decisions. Even if the initial step into investment management is some type of fund, corporations need an Investment Policy to guide decision makers. We often hear, “we only invest in funds, we do not need a policy.” This is never the case and whatever the investments—even money market funds—every company needs an investment policy. You never know what could be lurking in that fund. Without an investment policy liquidity needs might not be met, risk levels in portfolio might be too high, or even too low, leaving money on the table. 

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