How to write an investment policy statement /

Mostrar otras versiones (1)

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...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: DiBruno, Rocco
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken : Wiley, 2013.
Temas:
Portfolio management.
Investments.
Investment analysis.
Corporations > Finance.
Business enterprises > Finance.
Gestion de portefeuille.
Investissements.
Analyse financière.
portfolios (financial records)
BUSINESS & ECONOMICS > Investments & Securities > General.
Corporations > Finance
Business enterprises > Finance
Investment analysis
Investments
Portfolio management
Acceso en línea:Texto completo
Tabla de Contenidos:
  • 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.

Ejemplares similares