Investment Policy Development

Creating a written investment policy statement (IPS) is an important step in meeting fiduciary investment selection responsibilities. A documented framework for conducting a prudent review and selection of investment options is generally considered to be a fiduciary best practice because it increases the likelihood of sound decision making and timely action.

This document provides the committee with clear risk and return objectives, performance evaluation standards and any portfolio constraints that must be considered. The Investment Policy Statement is the foundation for informed decision making; it assists in keeping investment strategy on track and evaluating ongoing performance

Your plan’s Investment Policy Statement (IPS) contains selected criteria and measurements for monitoring fund performance, risk, expenses and related data.

For information contact us.