{"id":19770,"date":"2025-09-06T21:41:31","date_gmt":"2025-09-07T01:41:31","guid":{"rendered":"https:\/\/www.woodsworthcoop.ca\/?p=19770"},"modified":"2026-03-09T10:33:58","modified_gmt":"2026-03-09T14:33:58","slug":"investment-policy-draft","status":"publish","type":"page","link":"https:\/\/www.woodsworthcoop.ca\/index.php\/investment-policy-draft\/","title":{"rendered":"Investment policy"},"content":{"rendered":"<p>Passed by the Board of Directors on August 26, 2025<br \/>\nPassed by the members by a majority vote on December 16, 2025<\/p>\n<p>A policy about investing co-op funds.<\/p>\n<p>Table of Contents (PDF attached)<\/p>\n<p>TABLE OF CONTENTS<br \/>\n1. About this Policy &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<br \/>\n2. Introduction &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<br \/>\n3. Investment Goals &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<br \/>\n4. External Advice &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<br \/>\n5. Asset Mix &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<br \/>\n6. Permitted Investments &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<br \/>\n7. Prohibited Investments &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<br \/>\n8. Socially Responsible Investing &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;<br \/>\n9. Reserve Funds &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<br \/>\n10. Administration &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<\/p>\n\n\t\t<div class=\"wppdfemb-frame-container-1\" style=\"-webkit-overflow-scrolling:auto;\">\n\t\t\t<iframe class=\"pdfembed-iframe nonfullscreen wppdf-emb-iframe-1\"\n\t\t\t\tsrc=\"https:\/\/www.woodsworthcoop.ca\/?pdfemb-data=eyJ1cmwiOiJodHRwczpcL1wvd3d3Lndvb2Rzd29ydGhjb29wLmNhXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI1XC8wOVwvSW52ZXN0bWVudC1Qb2xpY3kucGRmIiwidGl0bGUiOiJJbnZlc3RtZW50IFBvbGljeSIsImluZGV4IjoxLCJwZGZJRCI6MjA3NTF9\"\n\t\t\t\ttitle=\"Investment Policy\"\t\t\t\tdata-pdf-id=\"20751\"\n\t\t\t\tdata-pdf-index=\"1\"\n\t\t\t\tstyle=\"border:none;width:100%;max-width:100%;height:100vh;\"\n\t\t\t\tscrolling=\"yes\">\n\t\t\t<\/iframe>\n\t\t<\/div>\n\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Passed by the Board of Directors on August 26, 2025 Passed by the members by a majority vote on December 16, 2025 A policy about investing co-op funds. Table of Contents (PDF attached) TABLE OF CONTENTS 1. About this Policy &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.. 2. Introduction &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;. 3. Investment Goals &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;. 4. External Advice &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.. 5. Asset Mix &hellip; <a href=\"https:\/\/www.woodsworthcoop.ca\/index.php\/investment-policy-draft\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Investment policy&#8221;<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":12,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[156,691],"tags":[596,86,635],"class_list":["post-19770","page","type-page","status-publish","hentry","category-laws-and-policies","category-financial-policies-and-bylaws","tag-finance-policies-and-bylaws","tag-finances","tag-investments"],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/pages\/19770","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/comments?post=19770"}],"version-history":[{"count":0,"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/pages\/19770\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/media?parent=19770"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/categories?post=19770"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.woodsworthcoop.ca\/index.php\/wp-json\/wp\/v2\/tags?post=19770"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}