Investment Committee Memo


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Business Negosyo Manager board Equity Investment Memo Fund Domestic

How to draft an Investment Committee Memo? An easy way to start completing your memo is to download this Investment Committee Memo template now!

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The group interviewed the following managers: Recommendations • Goldman Sachs Asset Management • AXA Rosenberg Investment Management Global Asset Management • Lotsoff Capital Management The group recommends the selection of two domestic equity fund managers: • Goldman Sachs Asset Management as the new domestic equity fund manager with an enhanced index philosophy. Target Asset Class Allowable Range Benchmark 63 58-68 Wilshire 5000 Large Cap Core (Active) Index Large Cap Enhanced Index Index Mid Cap Growth Small Cap Value 5 3-7 Value U.S. Equities U.S. Bonds Core International Equities Other asset classes to be added in the future.


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