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BLF Investment Policy

posted Mar 16, 2018, 12:53 PM by Bill Long Foundation   [ updated Mar 16, 2018, 12:56 PM ]

Bill Long Foundation Statement of Investment Policy 

This Investment Policy Statement describes the investment policy, objectives, guidelines, and goals for The Bill Long Foundation (Foundation) and is set forth in order to: 

A. State the Policies under which the investment portfolio will be managed.
B. Assign responsibilities to all parties involved in the management of the investment portfolio. 
C. Set specific investment goals and relevant time horizons over which the assets will be managed. 
D. Identify reporting and performance measurement requirements. 

Link to the full document is below.

Adopted by the Bill Long Foundation Board of Trustees - March 15, 2018

Bill Long Foundation,
Mar 16, 2018, 12:53 PM