img-cover-puppetwarp-2023-IPSWhitepaperSuccessful investing for long-term funds requires a strategic plan.  

The Investment Policy Statement (IPS) is a cornerstone for fiduciaries. How does your IPS hold up? It should be unique to your institution's needs.

The plan must be specific, it should include: 

  • Content that addresses mission
  • Objectives and purposes
  • Spending
  • Asset allocation/rebalancing
  • Risk management and liquidity

But, it also needs to be sufficiently flexible to guide the board through environments that may be very different from those prevailing at the time of its adoption.

Download the whitepaper by filling in your details to review the key features needed in such a plan.