Governance with regard to the investment portfolio has become more important under pressure from strict laws and regulations. OHV can help you with this.
OHV specialists have been involved in the (re) structuring of governance of insurers, charity foundations, cultural institutions, school communities and religious institutions. Each type of institution requires its own governance structure, including the regulations that apply, such as Solvency II for insurers and the Investment and the regulation regarding investing for educational institutions.
Governance is largely structured by capturing tasks and responsibilities in an investment statute, capital policy and / or strategic investment policy. The mandate guidelines are concretized in an investment plan. Conversations with the institution and the framework of the law result in an investment policy.
At OHV you can get a scan on your governance. You can contact Wiebe Brouwer to make an appointment. Wiebe can be reached via e-mail firstname.lastname@example.org.
Via this link you can find the article of OHV Institutional Asset Management in VBA Journal.
Questions regarding an up to date investment or treasury policy?