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What’s an IPS? An investment policy statement, or IPS, is the foundation of a good investment strategy. It gives you an overview of the whole investment plan: the asset allocation, the objectives, the asset management approach and the ground rules for communication between you and your advisor.
Tags: Acceptable Level, advisor, Asset Allocation, Asset Classes, Conservative Investor, Finance, financial advisor, Financial economics, Financial services, Investment, Investment management, Investment Markets, Investment Plan, Investment Policy Statement, Investment Strategy, Investment Style, Liquidity Requirements, Management Approach, personal financial advisor, Pete Mitchell, Portfolio, Preferred Investment, Quarte, Quarterly Reviews, Risk Tolerance, Small Cap Stocks, Small Caps, Time Horizon, United States, Ups And Downs, Value Investor
Alternatives for interesting times. The last 18-24 months have been wild ones on Wall Street, and the volatility has motivated some sophisticated investors to look into non-correlated or indirectly correlated asset classes. With the rise in oil and gas prices, high net worth investors are naturally examining the potential of alternative investment programs, especially in the energy sector.
Tags: Alternative Investment, China, clean energy, Collective investment scheme, Direct energy investments, DJIA, energy, Energy Firms, Energy Investments, energy needs, Energy Programs, energy sector, Equipment Leases, Exchange-traded fund, financial advisor, Financial services, Funds, Hedge fund, High Net Worth Investors, India, Investable Assets, Investment, Investment Ideas, Investment Programs, Investment Vehicles, Investment World, Mutual fund, oil and gas equipment leases, Oil And Gas Prices, Pete Mitchell, Portfolio Diversity, Private equity, real estate exchanges, Real Estate Securities, S&P 500, S&P GSCI Commodity, Securities and Exchange Commission, Sophisticated Investors, Term Outlook, Wall Street Analysts, Wild Ones, World Appetite
