Strategically designing your organization’s investment policy is fundamental to future investment success. The investment policy statement is the roadmap for achieving an organization’s investment objectives. It lists a client’s investment objectives, risk tolerance, liquidity requirements, investment horizon, tax situation, and any unique needs and circumstances. Therefore, it guides all investment actions taken on behalf of an organization and establishes appropriate benchmarks for evaluating performance.
We design our client’s investment policy statements to accomplish the following:

• Reflect the organization’s mission, vision, and core values
• Establish operating guidelines for how a portfolio is managed
• Reinforce asset allocation discipline during turbulent market conditions
• Outline a framework for evaluating the portfolio’s goal achievement
• Acknowledge shared responsibility between Investment Committee and adviser
• Institute an annual IPS review
• Provide institutional memory