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How to Write an Investment Policy Statement by Rocco Dibruno

How to Write an Investment Policy Statement

by Rocco Dibruno
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Book cover type: Paperback
  • ISBN13: 9781118679531
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Wiley
  • Publisher Imprint: Wiley
  • Publication Date:
  • Pages: 79
  • Original Price: USD 19.95
  • Language: English
  • Edition: N/A
  • Item Weight: 114 grams
  • BISAC Subject(s): Investments & Securities / General

From the Back Cover

"The preparation and maintenance of the Investment Policy Statement is the most critical function a fiduciary performs . . . this compact strategy guide provides advisors and their fiduciary clients with a useful tool that will help them comply with their ERISA-directed requirement."
--Donald B. Trone, CEO (Chief Ethos Officer), 3ethos

ERISA and other guidelines have long required fiduciaries to implement a uni- form process for drafting an Investment Policy Statement (IPS). But historically, enforcement has been lax, leaving companies little motivation to develop a formal practice.

Now, times have changed. Corporate scandals, coupled with volatility in the markets, have generated an increase in complaints, lawsuits and even the possi- bility of government legislation requiring an official IPS. This compact guide will help financial advisors, plan sponsors, money managers and all professional fiduciaries protect themselves, stay in compliance--and stay one step ahead of the government mandate--by putting a simple IPS process in place.

Thornburg Investment Management provides an easy-to-follow framework for producing a well-written IPS based on practices recognized by the Foundation for Fiduciary Studies. In clear terms, he outlines how to . . .

  • Define the duties and responsibilities of all parties involved
  • Clarify diversification guidelines and keep costs in check
  • Identify due diligence criteria for selecting investment options

PLUS: Two Sample Policy Statements are included which can be downloaded directly from the website at: www.thornburg.com/IPS. Both templates make implementing a proper IPS easier and more accurate.

With this thorough guidebook, you can prepare documents that meet all industry standards of compliance and federal regulations with relative ease--every time--while protecting yourself and your firm from liability.

Rocco DiBruno is the author of How to Write an Investment Policy Statement, 2nd Edition, published by Wiley.

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