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Creating a Strategy and Plan for Your Foundation's Investing: Developing and Using an IPS (PDF Version)

Author:
Jason Born

Description:
Primer cover Learn about the steps in creating an Investment Policy Statement (IPS) — from making key board decisions, to developing your asset allocation policy, to putting together your IPS document.

Topics include:

  • What an IPS is and what it does

  • Components of an IPS

  • Steps in developing an asset allocation policy

  • Staying legal with your investments
Plus:

  • Two examples of approaches to spending

  • Two sample Investment Policy Statements

  • Introduction to alternative assets
Also available in hard copy.

Product ID:    
1018
Product Type:   
Primer
Version:
Electronic (digital download/no shipping)
Pricing:
Foundation Member, Professional Member - $20.00
NonMember - $30.00