This is a group project that requires preparing an investment policy statement (IPS). IPS serves as a
Question:
This is a group project that requires preparing an investment policy statement (IPS). IPS serves as a strategic guide to the planning and implementation of an investment program.
Below is a list of the desirable components of an investment policy statement for use with individual and/or high net worth investors. Not every component will be appropriate for every investor or every situation, and there may be other components that are desirable for inclusion reflecting unique investor circumstances. Refer to the sample on page 938, to derive a policy statement for an investor/organization of your choice.
The policy statement should at least consist of the following components:
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Income Tax Fundamentals 2013
ISBN: 9781285586618
31st Edition
Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill