Investment Program Summary Review

As a selected insurer, please notify us of your interest in SAA’s customized review of your organization’s investment program before Jan. 31. One of SAA’s Principals will be in contact you.

Investment Program Summary Review

Sending

For the review, we would also need your organization’s:

  • – Investment Policy
  • – List of Managers/Funds/ETFs utilized across the Investment Program
  • – Most Recent Investment Report provided to Staff/Committee/Board
  • – If your organization does not file Statutory Statements, SAA would please request the most recent Financial Statements