Creating an Investment Policy Statement: Guidelines & Templates

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AdvisorPress, 2004 - Business & Economics - 335 pages
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What is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor.It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said,"Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the "heat of battle."Since we'd already thought about how things would get done under a variety of circumstances, we no longer found ourselves getting emotional. Planning ahead makes it easier for all of us when the investment markets get turbulent." If you are an investment advisor, financial planner, stock broker, insurance agent, CPA or attorney advising your clients about their money, this innovative book will be a key tool for working with clients.
 

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Contents

Introduction
1
The History of Prudent Investing
15
Asset Allocation
69
Building an Investment Policy Statement
93
Permitted Assets Constraints and Restrictions
101
The Allocation of Portfolio Assets
107
Signatures
118
Conclusion
129
Sample Risk Tolerance Questionnaire
139
Sample IPS Documents
157
Sample Executive Summary for File
333
Copyright

Common terms and phrases

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