Carris Health is public Medicare Certified Acute Care Hospital that provides care to residents of the Twin Cities and the surrounding area. The Hospital serves a varied community with a high concentration of minority groups, including African Americans, Asians, and Hispanics, but it also treats patients of all ages and socioeconomic backgrounds. Carris has $35 million to invest which includes its checkbook balances. Investment mix of 75% stocks and 25% bonds/fixed income. This money will be invested, managed and used to further the purposes of the organization and increase revenues.

 

Questions

 

What would be the Purpose of Carris Health Investment Policy Statement?

 

What is the Responsibilities of each party involved in managing the portfolio of Investment Committee, Investment Consultant, and Investment Manager?

 

What would be the Fiduciary Duty for Carris Health Center?

 

What would be the Conflicts of Interest for Carris Health Center?

 

What is the Asset Allocation for Carris Health Center?

 

What is the Asset Class Definitions?

 

1. U.S. Equity

 

1. Eligible Securities

 

1. Excluded Investments

 

1. Benchmark

What is the Monitoring Portfolio Investments & Performance for Carris Health Center?

 

What is the Investment Manager Watch List for Carris Health Center?

 

What is the IPS Review for Carris Health Center?

 

 Please include references