Investment Policy Statement

The purpose of an Investment Policy Statement (IPS) is to spell out the goals and stated objectives of any given portfolio, providing direction and parameters for the investment managers. The IPS can serve as a central document, grounding all stakeholders on both the goals, expectations as well as strategies to be used. Oftentimes strategies such as asset class allocations, as well as time horizons or any constraints are articulated within the IPS. For institutions and pensions, as well as endowments and family offices, the investment policy statement can be used as a market signal, as well as a document sharing expectations with fund providers on just what types of products and assets will be needed. 

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