Asset Allocation Report Essay Preview: Asset Allocation Report Report this essay XYZ, Inc.Asset Allocation Report Part 〡. BACKGROUND The Investment Committee is the trustee for XYZ, Inc. Defined Benefit Plan. The Committee established the target allocation range for each broad asset class in the Investment Policy Statement, which is presented in Exhibit 1.The Chief Investment Officer.
Role of Fiduciay Role of Fiduciay Identification/Designation of Fiduciaries Identify ERISA named Fiduciary (ies) Appoint Plan Committee (s) Determine whether a single retirement committee or separate plan administrative and investment committees will be used Select Members Select members with Human Resources/Employee Relations expertise Select a member from the Legal Department to serve as clerk/secretary Select.
