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What Your Investment Policy Statement Means - Baltimore Finance

What is an IPS, and what exactly does it do for me? An investment policy statement, or IPS, is the foundation of an excellent investment strategy. It supplies you a summary of the entire investment strategy: the asset allocation, the goals, the asset management strategy as well as the ground rules for communicating involving you as well as your counselor.A great IPS defines your time horizon, your risk tolerance, your liquidity demands and income needs, your return demands, as well as your tax concerns. In addition, it notes any special needs and conditions. But most of all...
Your IPS says the parameters by which you invest. You might consider yourself some kind of a value investor, a growth investor, a conservative investor, or even (amazingly) a high risk investor. With that inclination confirmed, your IPS defines a long term asset allocation for you: a method to assign your invested assets to varied asset categories in a sense that suits your favorite investment style. The emphasis here is that the IPS is made by you as well as your fiscal team/counselors through a dispassionate procedure where the investor fashion that represents your core danger allowance is subsequently coordinately aligned with an asset allocation of investment solutions that subsequently can produce a variety of operation (returns) over the life span of your aim interval.
Believe of your IPS as long term GPS for your portfolio. The target is to establish the asset allocation in ways that could provide you with the greatest potential rate of return corresponding to an acceptable degree of risk for you. When this is achieved in a dispassionate procedure it affords you an increased skill to pragmatically and proactively make significant choices even in "highly" emotive surroundings (such as the years 2000-2001 or 2007-2009).
Your IPS keeps you from becoming "off track" as it pertains to investing.