Bridge over ocean
1 May 2010 Position Paper

Elements of an Investment Policy Statement for Institutional Investors

  1. CFA Institute

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.
Elements of an Investment Policy Statement for Institutional Investors View the full article (PDF)
Publisher Information
CFA Institute 26 pages doi.org/10.2469/ccb.v2010.n13.1

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