How to write an investment policy statement / by Rocco DiBruno ; [foreword by Donald B. Trone].
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Superior document: | Wiley trading series |
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Year of Publication: | 2013 |
Language: | English |
Series: | Wiley trading series.
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Online Access: | |
Physical Description: | 79 p. |
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Table of Contents:
- section 1. Why plan sponsors and all fiduciaries need a formal process for writing their investment policy statement
- section 2. How to get started and steps to formalize the process
- section 3. The template IPS.