In the ever-changing investment markets, evaluating and monitoring your organization’s investment portfolio is becoming increasingly more challenging and important. Formal investment policies may be required when working with a third-party investment manager, but all organizations can benefit from establishing a written investment policy. Having a written policy forces management to identify what the goals of the organization are and provides a benchmark to monitor and evaluate past performance and new investment opportunities.
Sarah L. Menge, CPA
Grand Junction Audit office
