How to Write Investment Policy
Language: English
Published by John Wiley & Sons Jun 2013, 2013
- Softcover
- New
Seller: AHA-BUCH GmbH, Einbeck, GermanyAHA-BUCH GmbH
AbeBooks seller since August 14, 2006
Condition: New
£ 21.89
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Add to basketItem description from seller
Neuware - An indispensable resource for every financial service professionals developing an IPSThe Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements.\* Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow\* Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control\* Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website\* Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection.…
Seller Inventory # 9781118679531
- Title
- How to Write Investment Policy
- Author
- Dibruno
- Publisher
- John Wiley & Sons Jun 2013
- Publication year
- 2013
- Condition
- Neu
- Binding
- Taschenbuch
- Language
- English
- ISBN 10
- 1118679539
- ISBN 13
- 9781118679531
- Edition
- 2nd Edition
- Item weight
- 114 grams
- Dimensions
- 216x140x5 mm
An indispensable resource for every financial service professionals developing an IPS
The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements.
- Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow
- Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control
- Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website
- Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection
"Synopsis" may belong to another edition of this title.
About the Author
Rocco DiBruno is the author of How to Write an Investment Policy Statement, 2nd Edition, published by Wiley.
"About the title" may belong to another edition of this title.
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