(PACT) Trust Fund (Fund), on the advice and with concurrence of the Funds Staff and 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the Introduction section, which outlines the purpose of the Investment Policy Statement. Familiarize yourself with its components to understand how they relate to your investment strategy.
3. Proceed to fill out the Duties and Responsibilities section. Here, ensure that you accurately represent your role as either a Board member, Staff, or Consultant, detailing your responsibilities in managing Fund assets.
4. In the Investment Guidelines section, specify any relevant investment strategies you plan to implement. Make sure to adhere strictly to the guidelines provided for Domestic Equity, International Equity, and Fixed-Income investments.
5. Complete the Performance Objectives for the Total Fund section by entering your expected returns and benchmarks. This will help in evaluating performance against set standards.
6. Finally, review all entries for accuracy before submitting. Utilize our platform's features for easy editing and signing if necessary.

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