Investment Policy Statement (Hattie M. Strong Foundation)

The purpose of this Investment Policy Statement is to:

  • Document and formalize Hattie M. Strong Foundation investment philosophy, portfolio goals, expectations, objectives and guidelines;
  • Set forth specific process and asset allocation targets for managing the portfolio to achieve the Foundation’s goals;
  • Establish rebalancing guidelines to manage portfolio risk;
  • Facilitate effective communication between investment professionals and the Foundation’s governing board;
  • Comply with all applicable fiduciary, prudence and due diligence requirements and local, state, federal and international laws, rules and regulations.

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