Developing an Investment Policy: Creating a Framework

This session generously sponsored by:

Wondering how to take the first step towards investing non-profit assets? In this session we will explain the importance of establishing an Investment Policy and their benefits. Gain an understanding of what components go into the policy and how to develop one. Providing an in-depth look at the various sections and what decision criteria are used to set the Investment Policy parameters. Come join us to learn how a clearly articulated Investment Policy can help your non-profit achieve its strategic mission with a well-defined investment strategy.

What you will learn:

• Understand the importance and benefits of an Investment Policy
• What components make a good Investment Policy
• Considerations and decision criteria used to set Investment Policy

Who should attend:

• Board members
• Finance committees
• Leadership

Presenter:

Micheal Ames, Investment Funds Advisor

Encasa Financial Inc; mames@encasa.ca

With over 12 years experience in the financial services industry. Mike helps non-profit housing providers develop and implement investment strategies for their capital reserves. With a deep understanding of how to incorporate building condition assessments and capital plan into an investment strategy that is suitable for each non-profit. He holds a BBA and is a CERTIFIED FINANCIAL PLANNER professional.