Special Report on
Making an Investment Policy Statement
Making an 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.
In the past, the use of an Investment Policy Statement (“IPS) was reserved for institutions, retirement plans and well heeled investors. Today, they are becoming a best practice for advisors trying to strengthen client relationships, build and maintain trust and create competitive distinction. A good IPS requires some philosophizing as well as number crunching and when completed could tally up to 15 pages. Our intent is not to kill forests or to create busy work, but to develop a document that captures and communicates the procedures, investment philosophy and important agreements between ... Read More
SURVEY RESULTS FOR
MAKING AN INVESTMENT POLICY STATEMENT
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