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2. Investment Policy

This document details the guidelines and establishes the needs, objectives and constraints for your investment decisions.

It is also a guide to help you understand the risks and costs involved in your investment, so you can set more realistic goals.

Moreover, this document outlines the pattern of the investment process for both you and your portfolio manager.

The investment policy includes the following information:

  • Quantitative returns and risk targets
  • Guidelines for portfolio management:
    • Strategic distribution of assets by class.
    • Asset tactical distribution ranges by class.
    • Review and rebalancing policy.
  • Investment restrictions:
    • Liquidity needs.
    • Investment horizon.
    • Tax, regulatory and individual considerations.
    • Preferences.
    • Currency of reference.

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