Summary

Our analysis and interpretation of the Trustee Investment Act (2000) leads us to the following investment policy guidelines:

1. We will invest trust assets in index funds or other structured passive funds whenever possible to eliminate uncompensated risk.

2. We will broadly diversify trust assets within and among various asset classes in order to reduce portfolio risk.

3. We will place significant emphasis on mutual fund costs, transaction costs, and other fees and expenses related to the management of trust assets.

4. We will balance return objectives with income requirements and the negative impact of inflation when considering trust investments and asset allocation.

5. We will monitor investments, communicate our principles, report trust activity and progress, and rebalance portfolio allocations as delegated by trustees.

'The Trustee Act 2000 - An Essential Guide'

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