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9781592800988

How To Write An Investment Policy Statement

How To Write An Investment Policy Statement
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  • ISBN-13: 9781592800988
  • ISBN: 159280098X
  • Publisher: Marketplace Books, Incorporated

AUTHOR

Gardner, Jack

SUMMARY

For more than 30 years, successful investors and sophisticated investment committees have used the IPS as their business plan” for managing critical investment decisions. Now this compact new strategy guide provides you with a useful tool that will help you comply with your ERISA-directed requirement with easy-to-follow templates and samples. You will gain intimate knowledge that will provide you with the confidence that you are servicing your clients with the highest standards of care and protection. A must guide for any financial service professionals for developing an IPS.Gardner, Jack is the author of 'How To Write An Investment Policy Statement ' with ISBN 9781592800988 and ISBN 159280098X.

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