As our first priority, NEPC works with its clients to develop and/or refine an investment policy statement that meets the goals and objectives within risk tolerances and investment constraints. The investment policy statement includes goals and objectives for the fund. The policy defines asset classes and investment managers, an asset allocation target, investment guidelines and restrictions, and the roles of the plan's fiduciaries and reporting requirements. We also develop investment guidelines for each of our clients' fund managers.
A well-conceived and documented investment policy statement is the cornerstone of a successful investment program, and it provides a beneficial element of continuity as well.
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