Investment Policy Statement (IPS)
"An Investment Policy Statement (IPS) is a document that is drafted between a portfolio manager and his/her client. The statement outlines a client's general goals and objectives and describes strategies that should be employed to meet those objectives. This document contains language commonly used is this type of statement; however, additional language may be added by the portfolio manager and the client so that the client's needs are addressed. Use the document if one is a portfolio manager, and one wants to produce a statement with his or her client to outline the client's general goals, and objectives, and the necessary strategies that must be employed in order for the client to achieve those goals.
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This document is Microsoft Word *.doc format with 6 pages sized to standard 8.5x11 inch paper. Your Microsoft Word will be available to download once payment is confirmed. Since this listing is delivered via instant download, no refund can be issued.
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REQUIREMENTS
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HOW IT WORKS
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