The Investment Policy Statement (IPS) is an integral part of the investment management process. The IPS is essentially a blueprint that we develop for how we intend to manage your investment portfolio. The IPS is developed only after careful consideration of your:
- Investment Goals & Objectives
- Tax Implications
- Liquidity and Cash Flow Needs
- Legal Constraints
- Personal Risk Preferences
- When completed, the IPS will include:
A summary of your Investment Objectives and Constraints
- Your Risk-Return Profile
- A Recommended Investment Portfolio Allocation
- The Investment Policy Statement itself
- Individual Investment Recommendations
- The Tax Implications of the Recommended Investments (if any)