For more than 20 years, Noelle Bellomi has developed an expertise in designing Investment Policy Statements. She has worked closely with investment committees, Chiefs and Councils, CEOs, CFOs, executive leadership and boards of directors to create Investment Policy Statements for executives, trusts, public sector portfolios, charities and First Nation Communities.
An Investment Policy Statement is a written document that expresses personal investment objectives and helps guide the structure and composition of a client’s investment portfolio. Developed in alignment with the values and goals of each client, it provides the fundamental framework for managing an investment portfolio, taking into consideration companies or products that are not compatible with their vision or ethics. Further, it serves as a process for making decisions, reporting progress and reviewing client objectives on a regular basis.