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Sample Investment Committee Meeting Agenda

Share current LOB: CommercialCorporateInstitutional

Review and Approve Meeting Minutes

Investment Portfolio Review

  • Asset Allocation
  • Performance

Investment Policy Statement

  • Affirm mission, purpose and goals
  • Time horizon
  • Risk tolerance
  • Spending and liquidity needs

Administration

  • Costs
  • Reporting
  • Compliance
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This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

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