Monday, December 17, 2012

Investment Policy Checklists Updated on RCRI Website


On our website we have posted an updated copy of each of the Investment Policy Checklists (long and abbreviated). Due to the recent issues surrounding the demise of MF Global and other commodity firms, we  have added a section in both checklists on custodians. As you are probably aware some investors are still awaiting return of their assets due to the disappearance of  funds. It is important for religious institutes to be aware of methods to safeguard assets with their custody arrangements. Many thanks to Peter Landon, Sisters of Providence, for bringing the issue to the attention of the RCRI Investment Policy Task Force. The link to the web page is http://www.trcri.org/members/invest.php


1 comment:

  1. It is important for religious IFA news institutes to be aware of methods to safeguard assets with their custody arrangements.

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