How to Write Investment Policy Contributor(s): Dibruno, Rocco (Author) |
|
![]() |
ISBN: 1118679539 ISBN-13: 9781118679531 Publisher: Wiley OUR PRICE: $17.96 Product Type: Paperback - Other Formats Published: June 2013 |
Additional Information |
BISAC Categories: - Business & Economics | Investments & Securities - General |
Dewey: 332.609 |
LCCN: 2012361466 |
Series: Wiley Trading (Unnumbered) |
Physical Information: 0.2" H x 5.4" W x 8.3" (0.25 lbs) 80 pages |
Descriptions, Reviews, Etc. |
Publisher Description: An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements.
|