For any organization, the Investment Policy Statement ("IPS") is essential for overseeing the management of its investment portfolio and governing the entire investment process. The IPS is vital for ...

The rigors of the fiduciary duty can lead plan sponsors to overreact to fund manager changes in the interest of maintaining an atmosphere of proactivity with respect to the investment policy statement ...

While the Employee Retirement Income Security Act (ERISA) does not require retirement plan sponsors to have an investment policy statement (IPS) for their plans, it is a highly recommended best ...

The article below is reprinted with permission from The Capital Issue, a quarterly newsletter published by Lancaster Pollard.One of the major challenges that non-profit boards face is turnover among ...

If you're the kind of financial adviser who doesn't take the time and effort to create specific investment policy statements for your clients you are, believe it or not, in the majority. Shocking as ...

Amazingly, in an era of heightened ERISA litigation, a sizable percentage of defined contribution plans do not have an investment policy statement. More amazing, if there is an IPS, its often outdated ...

An IPS is an integral policy document for any organization to reduce corporate cash management and investment risks. It outlines an entity's cash management processes and strategies, and its ...

It’s hard to watch or read the news without seeing another story about the sharp downdraft in financial markets. And although bear markets eventually spur bull markets, bear markets also spur ...

When you create an investment policy statement, you put in writing exactly how your savings will be invested in retirement to cover all your expenses. Your investment policy statement should include a ...