Special Report on
Creating Your Investment Policy Statement
Creating Your Investment Policy Statement - Trends
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(IPS) is a document, generally between an investor and the assisting investment manager, recording the agreements the two parties come to with regards to issues relating to how the investor's money is to be managed. In other cases, an IPS may also be created by an investment committee (e.g., those charged with making investment decisions for an endowment or pension plan) to help establish and record its own policies in order to assist in future decision-making or to help maintain consistency of its policies by future committee members or to clarify expectations for prospective money managers who may be hired by the committee.
by Christine Benz today! It’s easy – just post a comment following today’s Money Monday post and you’re entered to win! If you've ever struggled to get off the couch and get something done on a Saturday afternoon (who knew those Kardashian sisters could be so fascinating?), you know what a powerful force inertia can be. And so it goes for investing. People often struggle to get their investment plans up and running in the first place, frequently opting to do nothing rather than navigate what can be a bewildering array of choices. To help you combat that natural ... Read More
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CREATING YOUR INVESTMENT POLICY STATEMENT
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