How to Write an Investment Policy Statement

How to Write an Investment Policy Statement

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An indispensable resource for every financial service professionals developing an IPS

 The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a… (more)

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Book Details  


Publisher: Wiley (September 28, 2012)

Format: EPUB

Page count: 80 pages

File size: 1 MB

Protection: DRM

Language: English


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