Creating an Investment Policy Statement (IPS)

An investment policy statement is a formal document that explains the guidelines and procedures for how to manage an organization’s investment portfolio. For endowments and foundations, an IPS is an essential tool. It helps ensure consistency and accountability in how the portfolio is managed over time, regardless of who is managing it. In this video, learn what an IPS should contain and how to begin drafting one.

To download a copy of the transcript, click here.

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