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How to Write an Investment Policy Statement
Rocco Dibruno
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Description for How to Write an Investment Policy Statement
Paperback. 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. Series: Wiley Trading. Num Pages: 80 pages. BIC Classification: KFFM. Category: (P) Professional & Vocational. Dimension: 214 x 140 x 6. Weight in Grams: 98.
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 for drafting them. Endorsed by the Foundation of ... Read more
- Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow
- Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control
- Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website
- Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection
Product Details
Format
Paperback
Publication date
2013
Publisher
John Wiley & Sons Inc United States
Number of pages
79
Condition
New
Series
Wiley Trading
Number of Pages
80
Place of Publication
New York, United States
ISBN
9781118679531
SKU
V9781118679531
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-43
About Rocco Dibruno
Rocco DiBruno is the author of How to Write an Investment Policy Statement, 2nd Edition, published by Wiley.
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