800.610.1460

PO Box 2500

Walla Walla, WA 99362

• Home
• About Us
• - Our Team
• - Contact Us
• - Locate Us
• Our Services
• - Overview
• - Investment Services
• The "B.I.G." Difference
• - Strengths
• Managed Accounts
• - Managed Account Basics
• - Benefits
• Process
• - Manager Research
• - Monitoring Managers
• Foundation/Endowments
• - Overview
• - Investment Policy Compliance Process
• - Endowment Size Transition Process
• My Account
• Access Online

Investment Policy Compliance Process

The development of a sound investment policy statement, with guidelines and objectives, is a most important part of fiduciary responsibility for a non-profit organization. However with all investment policy documents, it should not be considered a static document. It should be an evolving one that reflects the culture and objectives of the organization and as a result should be annually reviewed or after any major life change.

In association with the client, the following aspects of the investment policy guidelines are reviewed on a quarterly and/or as-needed basis—

• Investment objectives
• Asset structure and allocation ranges
• Performance benchmarks
• Spending policy, if applicable
• Portfolio rebalancing