How to write an investment policy statement [electronic resource] / by Rocco DiBruno ; [foreword by Donald B. Trone].

By: Contributor(s): Material type: TextTextSeries: Wiley trading seriesPublication details: Glenelg, Md. : Marketplace Books, 2013.Description: 79 pSubject(s): Genre/Form: LOC classification:
  • HG4529.5 .D53 2013eb
Online resources:
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.
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Includes bibliographical references.

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.

Electronic reproduction. Palo Alto, Calif. : ebrary, 2013. Available via World Wide Web. Access may be limited to ebrary affiliated libraries.

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