Financial advisors who work with high-net-worth individuals, family offices and institutions can enhance their services to clients with the help of an investment policy statement. This formal document ...

Susan Dziubinski: Hi, I'm Susan Dziubinski from Morningstar. We're almost halfway through a very volatile year, and Morningstar's Christine Benz thinks it's a good time to make sure that you have a ...

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 ...

For financial advisors, one of the first steps in integrating sustainable investing into a practice is creating the process for understanding your clients' interests and how that will fit into their ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

What Is Investment Policy Statement? An Investment Policy Statement (IPS) is a document that outlines the investment objectives, strategies, and guidelines of an investor or organization. It is a ...

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 ...

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 ...

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 ...