- What is the investment objective, and what is the time horizon for achieving it?
- What is the risk tolerance of the trust or family office?
- What is the desired return, and what is the asset allocation required to achieve it?
- What are the investment restrictions, such as asset class limitations, ethical constraints, or legal restrictions?
- What is the process for selecting and monitoring investment managers?
- How often will the investment portfolio be reviewed and evaluated?
- What is the process for making changes to the investment strategy?
Articles
Why a Investment Policy Statement (IPS) is an essential part of investment governance?
An Investment Policy Statement (IPS) is a vital document that outlines the guidelines for investment decisions within an individual financial plan, or as part of the efforts of a business, trust, or family office. This document is critical because it provides a framework for how investments should be managed, who
December 7, 2020
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