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strategies
Investment Policy |
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The IAM Investment Policy
Statement (IPS) is a written agreement between yourself and your
portfolio manager that describes how
your account will be managed and how it
will be evaluated. The document is updated yearly as necessary, in
consultation with your IAM portfolio
manager, to reflect changing market
conditions and financial goals.
The IPS contains a summary of your investment goals, the strategy to be followed to achieve these
goals, allowable risk exposure, any constraints on holdings or asset allocation,
and a summary of investment products that may be used. There is also a section
outlining the reporting requirements and the benchmark that will be used to evaluate
performance.
View a sample IAM Investment Policy Statement
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