How to write an investment policy statement / by Rocco DiBruno ; [foreword by Donald B. Trone].

Format:

Book

Author/Creator:

DiBruno, Rocco.

Series:

Wiley trading series.

Wiley trading series

Language:

English

Subjects (All):

Portfolio management.

Investments.

Investment analysis.

Physical Description:

1 online resource (80 p.)

Edition:

2nd ed.

Place of Publication:

Glenelg, Md. : Marketplace Books, 2013.

Language Note:

English

Summary:

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. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place

Contents:

section 1. Why plan sponsors and all fiduciaries need a formal process for writing their investment policy statement

section 2. How to get started and steps to formalize the process

section 3. The template IPS.

Notes:

Description based upon print version of record.

Includes bibliographical references.

ISBN:

1-118-68021-9

OCLC:

849724406