Board told Investment Policy Statement, custodial and disclosure documents coming next month
Deputy Treasurer Mohlenkamp said staff will present an Investment Policy Statement, program description, custodial account agreement and other disclosure documents next month, aligning many sections with Colorado's lead-state documents but customized for Nevada.
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Deputy Treasurer Lesley Mohlenkamp told the Board that several legal and operational documents remain to be finalized before the program launch. She said staff has worked with AKF Consulting and the Partnership for a Dignified Retirement to prepare an Investment Policy Statement (IPS) intended to mirror lead- and partner-state documents with Nevada-specific updates.
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