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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.

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  • Sprog:
  • Engelsk
  • ISBN:
  • 9781118679531
  • Indbinding:
  • Paperback
  • Sideantal:
  • 80
  • Udgivet:
  • 9. august 2013
  • Udgave:
  • 2
  • Størrelse:
  • 140x214x6 mm.
  • Vægt:
  • 98 g.
  • 8-11 hverdage.
  • 13. december 2024
Forlænget returret til d. 31. januar 2025

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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.

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