Investment beliefs

October 2019

Investment beliefs are an area of investment fund governance that is of importance to many institutions. While not required by the Department of Labor or ERISA guidelines, Meketa Investment Group believes that having a statement of investment beliefs is a best practice to follow for institutional investors.

This paper explores the rationale for adopting a Statement of Investment Beliefs and guides decision-makers through the development process. It offers a list of questions that governing groups should ask in the development of investment beliefs, and it provides insight into the types of investment beliefs that institutional investors most commonly hold.