Investment Policy Statement

Investment Policy Statement

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Investment Policy Statement

Investment Policy Statement definition:  The investment policy statement outlines the objective and constraints for investment management, tailored to a specific client. It addresses responsible parties and roles, risk controls, acceptable fees, long-term goals, strategies, and performance evaluation. It should be broad enough to be a lasting document and adaptable as circumstances change.

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