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Summary of Creating Your Investment Policy Statement

Summary of Creating Your Investment Policy Statement

Revisiting your IPS

Once you’ve created your IPS, sign it, date it, and come back to it in a year. The investment policy statement isn’t only your investing blueprint. It’s also your portfolio’s report card.

What You Have Learned

  1. Executive Summary
  2. Investment Objectives
  3. Investment Philosophy
  4. Investment Selection Criteria
  5. Monitoring Procedures

Find out what you have learned