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Investment Policy

CiR will review or draft your investment policy. This document describes the oversight of the Fund’s investment strategy. It includes the metrics to be used in selecting, monitoring, and replacing the investments offered within the fund. This policy also defines the investment products, asset classes, and investment styles eligible within the fund that align with the needs and goals of the Foundation. The procedures and documentation requirements for the prudent management of the Fund’s investment options are also described in the investment policy.


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