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Joint Investment Committee

Conducts an annual audit of the Academy's financial operations and submits any recommendations concerning the financial operations to the Board of Directors.

Chair: Ralph F. Jozefowicz, MD, FAAN    

Staff Liaison: Timothy J. Engel     

Job Description

Responsibilities

  • Establish and maintain the AAN's formal written investment policy
  • Select and oversee the performance of an outside investment consulting firm
  • Analyze and diversify portfolio assets with regards to specific risk, rate of return, and asset allocation strategies, and with the assistance of the investment consulting firm, select investment managers to manage the portfolio
  • Evaluate and monitor the investment portfolio's performance on a regular basis
  • The Investment Committee is responsible for the establishment and maintenance of the
  • AAN's formal written investment policy.
  • The Committee will select and oversee the performance of an outside investment consulting firm.
  • The Committee will analyze and diversify portfolio assets with regards to specific risk, rate of return, and asset allocation strategies. With the assistance of the investment consulting firm, the Committee will select investment managers to manage the portfolio.
  • The Committee will evaluate and monitor the investment portfolio's performance on a regular basis.

Estimated Time Commitment

  • Four conference calls yearly with the investment consultants (one hour each).
  • If needed; the committee would meet to discuss selection of the investment consulting firm or to meet with the investment consultant to discuss investment manager performance or to select a new investment manager(s).  This is a rare occurrence.

Committee Breakdown

  • Chair
  • Up to three additional members
  • ABF Treasurer
  • AANI Treasurer
  • AAN Treasurer

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