Learn how to create effective client investment policy statements with our comprehensive guide. Discover key elements, tips, ...

For any organization, the Investment Policy Statement ("IPS") is essential for overseeing the management of its investment portfolio and governing the entire investment process. The IPS is vital for ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

The rigors of the fiduciary duty can lead plan sponsors to overreact to fund manager changes in the interest of maintaining an atmosphere of proactivity with respect to the investment policy statement ...

Amazingly, in an era of heightened ERISA litigation, a sizable percentage of defined contribution plans do not have an investment policy statement. More amazing, if there is an IPS, its often outdated ...

While the Employee Retirement Income Security Act (ERISA) does not require retirement plan sponsors to have an investment policy statement (IPS) for their plans, it is a highly recommended best ...

If you're the kind of financial adviser who doesn't take the time and effort to create specific investment policy statements for your clients you are, believe it or not, in the majority. Shocking as ...

The article below is reprinted with permission from The Capital Issue, a quarterly newsletter published by Lancaster Pollard.One of the major challenges that non-profit boards face is turnover among ...

An IPS is an integral policy document for any organization to reduce corporate cash management and investment risks. It outlines an entity's cash management processes and strategies, and its ...