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    Portfolio Structure NATOA 2007

    Document Description: The Trustees have been selected, the Trust Agreement is finalized, the Investment Policy has been created and the money sits in the Trust account. Where do we go from here? Many First Nations find themselves in the initial stages of the Trust Investment process facing a myriad of choices. The primary goal is to invest the trust portfolio to provide the best benefits for the community. Chief and Council and the trustees must consider a number of issues. How is this money going to be invested? Who is going to manage the investment assets in the portfolio? How will the portfolio be managed? How will it be measured?

    Keywords:

    Category: Investment

    Document language: English

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