 Investment Strategy
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Immunization – Liabilities Defined
Book Yield – Maximization, Consistency
Liquidity – Flexibility
Return – Quality, Maturity Structure
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| Benchmark Development
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Index, Risk/Return & Yield Profile
Detailed Index Analysis – Sector & Security Level
Specific Index, Portion of Index or Customized Mix
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| Portfolio Modeling
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Strategic Positioning & Sector Allocations
Investment Characteristics & Metrics
Portfolio/Benchmark Comparative Analysis
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| Statement of Investment Policies & Guidelines
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Investment Objectives & Priorities
Key Investment Strategies & Approach
Benchmark Targets / Performance Measurements
Accepted Securities & Restrictions
Limitations & Constraints
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