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

(PACT) Trust Fund (Fund), on the advice and with concurrence of the Funds Staff and 2025

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The document outlines the Investment Policy & Guidelines Statement for the Alabama Prepaid Affordable College Tuition (PACT) Trust Fund, adopted by its Board of Trustees in August 2004. It establishes a framework for effective communication and oversight of investment managers, detailing the responsibilities of the Board, staff, consultants, and investment managers. The policy includes guidelines for asset allocation, performance evaluation, manager selection, and reporting requirements to ensure prudent management of Fund assets while aiming to achieve long-term financial goals.

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