Investment Policy – Annual Review and Proposed Changes Page Two
The key sections of the policy are noted in the table below.
Key Elements
Section
Security Type Limitations
5 6 8
Maturity Limitations
Diversification Issuer/Sector Reporting Requirements Policy Violations & Downgrades
14
1
RECOMMENDATION Management requests the Finance and Administration Committee’s concurrence and recommendation to move to the full board for approval of the revised Investment Policy. ATTACHMENT Investment Policy 2025 – DRAFT
Made with FlippingBook Digital Proposal Creator