Special Report on
Draft an Investment Policy Statement
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The purpose of this policy is to guide the Rockefeller Brothers Fund ("RBF") Board of Trustees, Investment Committee, and Investment Office in effectively and prudently managing, monitoring and evaluating RBF's investment portfolio. The investment portfolio consists of all funds managed by the Investment Committee. It replaces the Investment Policy Statement last revised on February 27, 2008. DIVISION OF RESPONSIBILITIES Board of Trustees The Board of Trustees is ultimately accountable for the portfolio, but has determined that the portfolio is more likely to achieve return objectives if oversight and ...
covered setting goals, getting a handle on risk, and building a portfolio. But as your life changes, so will your goals. Say your financial goal right now is retirement. But what happens if you have a child two years from now? Paying for college will become a goal, too. And maybe buying a larger home three years after that. Or paying for a parent's long-term care. Most investors eventually have multiple investment goals. The 200 Level of the Portfolios Track will cover many of the issues you'll face when investing for different goals, as well as how to invest for various time ... Read More
SURVEY RESULTS FOR
DRAFT AN INVESTMENT POLICY STATEMENT
Special Report: RBNZ holds OCR at 2.5% and repeats middle of 2010 outlook ...
Alan Bollard has hit back at doomsayers