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How to write an investment policy statement /
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...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken :
Wiley,
2013.
|
| Temas: | |
| Acceso en línea: | Texto completo |
MARC
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| 100 | 1 | |a DiBruno, Rocco. | |
| 245 | 1 | 0 | |a How to write an investment policy statement / |c by Rocco DiBruno ; [foreword by Donald B. Trone]. |
| 260 | |a Hoboken : |b Wiley, |c 2013. | ||
| 300 | |a 1 online resource (80 pages) | ||
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| 520 | |a 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. | ||
| 505 | 0 | |a 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. | |
| 590 | |a ProQuest Ebook Central |b Ebook Central Academic Complete | ||
| 650 | 0 | |a Portfolio management. | |
| 650 | 0 | |a Investments. | |
| 650 | 0 | |a Investment analysis. | |
| 650 | 0 | |a Corporations |x Finance. | |
| 650 | 0 | |a Business enterprises |x Finance. | |
| 650 | 6 | |a Gestion de portefeuille. | |
| 650 | 6 | |a Investissements. | |
| 650 | 6 | |a Analyse financière. | |
| 650 | 7 | |a portfolios (financial records) |2 aat | |
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| 650 | 7 | |a Investment analysis |2 fast | |
| 650 | 7 | |a Investments |2 fast | |
| 650 | 7 | |a Portfolio management |2 fast | |
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