Investment Policy Statement - IPS

Investment Policy Statement - IPS
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 would also be included in an IPS.

For example, an individual may have an IPS stating that by the time he or she is 60 years old his or her job will become optional, and his or her investments will annually return $65,000 in today's dollars given a certain rate of inflation. This would be only one of many points included in an IPS; however, it probably would also include such things as general guidelines outlining what the individual wants to leave behind to loved ones when he or she dies.


Investment dictionary. . 2012.

Игры ⚽ Нужен реферат?

Look at other dictionaries:

  • IPS — may mean: * Idiopathic postprandial syndrome * In Plain Sight, a television dramedy that currently airs on USA Network * Inches per second, the normal unit for quoting the speed of magnetic tape * Indianapolis Public Schools * Indoor Positioning… …   Wikipedia

  • IPS — Cette page d’homonymie répertorie les différents sujets et articles partageant un même nom.   Sigles d’une seule lettre   Sigles de deux lettres > Sigles de trois lettres   Sigles de quatre lettres …   Wikipédia en Français

  • Cuba–Pakistan relations — Pakistan Cuba relations Pakistan …   Wikipedia

  • Foreign relations of Mexico — Mexico This article is part of the series: Politics and government of Mexico …   Wikipedia

  • Canada — This article is about the country. For other uses, see Canada (disambiguation). Canada …   Wikipedia

  • People's Alliance for Democracy — Type Pressure group Political group Key people Sondhi Limthongkul Chamlong Srimuang Phiphob Thongchai Somsak Kosaisuuk Somkeit Pongpaibul Area served …   Wikipedia

  • Abhisit Vejjajiva — อภิสิทธิ์ เวชชาชีวะ MPCh MWM MP Leader of the Opposition Incumbent …   Wikipedia

  • Nuclear program of Iran — See also: Iran and weapons of mass destruction Nuclear program of Iran …   Wikipedia

  • List of energy abbreviations — This is a list of abbreviations found in the context of energy issues. Contents: 0–9 A B C D E F G H I J K L M N O P Q R S T U V W X Y …   Wikipedia

  • Meles Zenawi — መለስ ዜናዊ Prime Minister of Ethiopia Incumbent Assumed office 23 August …   Wikipedia

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”