Learn how an Investment Policy Statement (IPS) guides client-advisor decisions with clear goals and strategies. Understand its essential elements and importance in investing.

On April 3, 2023, the CFPB published a new official statement of policy on the authority that Congress passed in the Consumer Financial Protection Act of 2010 (“CFPA”), codified at 12 U.S.C. § 5536(a) ...

A version of this article was published in June 2017. Some financial advisors prepare complicated investment policy statements for their clients, complete with appendixes, footnotes, and legal ...

A strategic policy example is a written statement of an organization's choices in its operating environment. For example, a public or nonprofit agency chooses which of society's problems to address ...

This policy statement has been updated to reflect the U.S. Office of Management and Budget’s Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR, ...

Note: A version of this article originally published in June 2017. If you start reasonably early, set aside adequate savings, and invest in a semi-sane manner, it's hard to go terribly off track with ...

The American Chemical Society updated eight of its policy statements in 2024. These policy statements summarize ACS’s official positions on important issues. They are developed by ACS committees with ...

Many companies include mission, vision or value statements in their sexual harassment policies. While a sexual harassment policy can be written to reflect state and federal laws, descriptions of ...

A new policy statement from the American Heart Association/American Stroke Association (AHA/ASA) warns that stroke survivors across the US face steep barriers to rehabilitation, including insurance ...

Financial advisors who work with high-net-worth individuals, family offices and institutions can enhance their services to clients with the help of an investment policy statement. This formal document ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

This Investment Policy Statement is intended to summarize the underlying philosophy and processes for the selection, monitoring, and evaluation of investment options offered under the Boston College ...