Elements of an Investment Policy Statement for Institutional Investors

View the full article (PDF)

Abstract

Elements of Investment Policy Statements for Institutional Investors suggests comprehensive issues that should be accounted for in a client Investment Policy Statement. Consideration is given to investment objectives, performance requirements, risk management, and governance.

About the Author(s)

CFA Institute

Additional Information

Published by CFA Institute

26 pages

https://doi.org/10.2469/ccb.v2010.n13.1

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.