$50 million under your management direction and a 5-year time horizon

/in /by

 Assume the role of Portfolio Manager with $50 million under your management direction and a 5-year time horizon. Using your own portfolio / endowment objectives, create an Investment Policy Statement that includes the elements presented in Session no. 9. What is an ‘Investment Policy Statement – IPS’ An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. This statement provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these objectives. Specific information on matters such as asset allocation, risk tolerance and liquidity requirements are included in an IPS.