We've created an investment policy statement template you can use to document your strategy, but you can also customize your own IPS in a Word document.

Policy statements should be clear and concise and include the minimum verbiage necessary to communicate the point, according to Power DMS, who officers a policy writing template in the forma of a ...

The remedy to this dilemma is a formal, written investment policy statement created through a collaborative effort among the client, the advisor and the asset managers that outlines asset class ...

Investment Policy Statement Foreword This Investment Policy Statement is intended to summarize the underlying philosophy and processes for the selection, monitoring, and evaluation of investment ...

The Fund’s Policy Benchmark is a custom benchmark designed to indicate the returns that a passive investor would earn by consistently following the asset allocation targets set forth in this ...

The American Chemical Society updated eight of its policy statements in 2024. These policy statements summarize ACS’s official positions on important issues. They are developed by ACS committees ...

Also, policy statements, reports, and warning letters allow the FTC to articulate principles exactly the way it wants to – not tethered to the particular facts of a case.