Wednesday, May 23rd, 2012

What Your Investment Policy Statement Means – Presented by Pete Mitchell

March 18, 2010 by  
Filed under All Posts, Weekly Updates

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.