Special Report on
Developing an Investment Policy Statement
Developing an Investment Policy Statement - Trends
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Several years ago, one of our clients asked us to help him to develop criteria for choosing an investment advisor for his Trust. We think the resulting document does a good job of conveying our investment approach. Driving through New Jersey, Nitze [asked] Dillon if he thought the market decline an omen of hard times ahead . . . Dillon thought for a few minutes and replied, “I think it presages the end of an era.” By this Dillon meant that what lay ahead was not merely a period of retrenchment, after which affairs would be conducted as before. Rather, the world was in for a major overhauling of institutions. ...
Modern Portfolio Theory has become a customary tool used by investment professionals and, as such, constitutes an industry standard that investment decision makers cannot ignore. This academic theory has become the bedrock of investment practice. We have elected to publish three articles in consecutive editions of Wealth Strategies Journal to provide its readership with an understanding of Modern Portfolio Theory and the application of this theory to pertinent issues surrounding the administration and formulation of portfolios. Sequential publication eliminates the need ... Read More
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