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Investment Policy Statement

   Also found in: Acronyms 0.02 sec.
Investment Policy Statement
In a discretionary account, an agreement between a portfolio manager and a client stating the client's needs and desires with regard to the portfolio. That is, the IPS states how the client expects the portfolio to perform and what the portfolio manager may and may not do in order to achieve this goal. The IPS prevents misunderstandings, such as when the manager takes on too much or too little risk for the clients investment goals. See also: Asset management.
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It is important to have a written investment policy statement to help protect your portfolio from unplanned and impulsive revisions of sound long-term policy.
Financial Planning the Right Way by A Scott White / Finance and Investment community
[check] Obtain a copy of the QI's investment policy statement (IPS).
Due diligence on a QI: as the financial press focuses on Bernard ... by Deans, Donald M. / Journal of Accountancy
While neither ERISA nor the Department of Labor state what steps you and your plan sponsor can implement to meet that rather vague stipulation, an Investment Policy Statement can define several strategies to ensure your plan, from an investment perspective, is in compliance.
While waiting for some signs of stability (or sanity) by Smith, Colin Fitzpatrick / Benefits Selling
 
 
 
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