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?
Define the investment objectives: The first step in drafting an IPS is to define the investment objectives. This involves assessing the risk tolerance of the trust or family office and determining the desired return. Establish the asset allocation: Once the
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
