Institutional investors

Elements of a clearly defined investment policy statement June 2011 Greg Coffey, CFA Client Service Manager Central to the idea of good governance around an investment program is an investment policy statement (IPS). The purpose of this research is to summarize what an IPS is, the elements it should include and why it is important for institutional investors to have a well-defined governing document. View research specific to:   Non-profit organizations (PDF) Corporate defined benefit plans (coming soon) Multi-employer plans (coming soon) For more information about our research, please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast Gerry Lillis Director 866-459-4128 Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. Date of first use: June 2011 USI-10120			Printer friendly version of this page