What kind of policy does the Trust Investment Committee establish?

The Trust Investment Committee is primarily responsible for setting investment policies that guide how trust assets should be managed and invested. This includes establishing investment retention criteria, which outlines the standards and guidelines for determining which investments are suitable for inclusion in the trust's portfolio. By defining these criteria, the committee ensures that the investment strategy aligns with the trust's objectives, risk tolerance, and regulatory requirements. This role is crucial in maintaining a disciplined investment approach and in making informed decisions regarding long-term asset management.

Other types of policies, such as loan or client intake policies, focus on different operational aspects of a trust or financial institution and are not typically within the purview of the Trust Investment Committee. Reporting policies relate to how performance and compliance are communicated, but again, these do not fall under the investment-specific responsibilities of the committee. Thus, the establishment of investment retention criteria is the most aligned with the committee's primary functions and objectives.