IPS

Investment Policy Statements

Investment Policy Statements

Investment Management

4 min readWhat is an Investment Policy Statement (IPS)? Investment Policy Statements (IPS) are written directives provided by investors to their investment managers that defines the objectives, policies, and guidelines governing the management and oversight of their portfolio. An IPS serves as an essential tool in dictating how an investor’s portfolio should be managed. An IPS should…

Shaping Investment Policies for a Safer Cash Portfolio

Shaping Investment Policies for a Safer Cash Portfolio

Investment Management

18 min readDOWNLOAD FULL REPORT Abstract We set out to answer 10 of the most common questions that arise when writing investment policy statements (“IPS”) for cash portfolios. In doing so, we will provide a number of peer group data comparisons to add insight and context to the process. The 10 questions focus on the following subjects…