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5.b. Annual Investment Policy Review & Recommendations
Handle: Document-73112
Owner: Newcomb, Kellee (User-147, 02075:EVERETT)DS
Monday, November 16, 2015 11:54:37 AM PST
Thursday, January 19, 2017 03:03:33 PM PST
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Page 1 of 4FINANCEInvestment GuidelinesRole of TrusteesThe Trustees are responsible to ensure that the Trust fund is managed: • Effectively and prudently, in full compliance with the law and the Trust; and • For the exclusive purposes of providing benefits to participants in the Trust and defraying thecosts of administering the Trust.
  • 2.
  • Meeting the liquidity needs of the Trust to pay claims and other expenses.
  • The strategy will be implemented via a portfolio that seeks to
manage security purchases and maturities such that the Trust is able to maintain on account,av...
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5. Annual Investment Policy Review & Recommendations.pdf
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36718
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Appears In: 20151118 Meeting CANCELLED DUE TO WEATHER EVENT
Preferred Version: 5.b. Annual Investment Policy Review & Recommendations