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The Role of the Investment Policy Statement

An investment policy statement serves as a governing document for future investment decisions. It should incorporate the investors objectives for risk and return, as well as specific constraints. The role of an investment policy statement is to ensure that all future investment decisions are consistent with the objectives and constraints.

For more information, see all articles on: FInancial Planning, Portfolio Management

See also:
  • The Role of Strategic Asset Allocation in Portfolio Management
  • Elements of an Investment Policy Statement
  • Benefits of a Formal Investment Policy Statement
  • Portfolio Monitoring: Keeping Up With Changes in Investor Circumstances
  • Dividend Policy, Shareholder Rights and Corporate Governance
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    This entry was posted on Friday, February 29th, 2008 at 7:00 am and is filed under FInancial Planning, Portfolio Management. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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