Establishing Your Comprehensive Investment Policy

An investment policy is the foundation of good retirement fund management. Our experienced professionals will help you develop your policy taking into account your risk tolerance. They will ensure that your policy is properly aligned with your wishes and expectations.

Some of the most important points that must be covered by any sound investment policy are the following:

  • roles of various stakeholders and the responsibilities delegated to them
  • rules for the selection of investment managers, performance monitoring and terms and conditions respecting end of contract
  • mandates and investment objectives entrusted to investment managers
  • benchmarks
  • conflict of interest and disclosure policy