Investment Policy Statement

An Investment Policy Statement (IPS) is a formal document that outlines an investor's financial goals, risk tolerance, and investment strategies. It serves as a roadmap for managing and monitoring investments. The IPS details the types of assets to be included, guidelines for making investment decisions, and criteria for evaluating performance. By documenting these elements, the IPS helps ensure that investment decisions align with the investor's objectives, ultimately providing a disciplined approach to achieving financial goals over time.