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Putting the Investment Policy Statement at the Center of Your Fiduciary Process

fi360

Sept. 13, 2016
Recorded Online
Webcast

At the heart of managing a prudent investment process is the investment policy statement. Done right, it is the blue print for any fiduciary portfolio and the game plan for carrying out the fiduciary process.

In this session, we will first cover why the IPS is the critical document for managing the investment process and how thoughts and opinions on the IPS have evolved. Then we will look at the structure and contents of an effective IPS.

Finally, we will provide guidance on practical aspects of operationalizing the IPS, such as managing consistent IPS documents across clients, using the IPS to manage investment workflows, and the ongoing maintenance required to keep the IPS up to date.

Presenters:
Rich Lynch, AIFA®,  Director, fi360
John Faustino, Chief Product, Strategy Officer, fi360

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