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How to Write an Investment Policy Statement

part of the Wiley Trading series

About How to Write an Investment Policy Statement

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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  • Language:
  • English
  • ISBN:
  • 9781118679531
  • Binding:
  • Paperback
  • Pages:
  • 80
  • Published:
  • August 8, 2013
  • Edition:
  • 2
  • Dimensions:
  • 140x214x6 mm.
  • Weight:
  • 98 g.
Delivery: 2-4 weeks
Expected delivery: December 19, 2024

Description of How to Write an Investment Policy Statement

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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