What Is an Investment Policy Statement (IPS)? An Investment Policy Statement (IPS) is a crucial document in portfolio management, outlining investment goals, asset allocation, and strategies.

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 ...

Only 39 percent of advisors created an investment policy statement (IPS) for all of their clients last year, and 21 percent said they didn’t use these statements at all, according to a recent Russell ...

A question that has come up rather often of late is, “What’s going on with the market?” A brief review of history provides a rather plain and simple answer: nothing out of the ordinary. This is the ...

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 ...

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 Acme Rocket Sled Company Retirement Plan Administration Committee recently selected a new investment advisor for the company’s 401(k) plan. During the RFP process, the new advisor observed that ...

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 ...

In the wake of the DOL rulemaking, a financial advisory firm acts at its peril if it overlooks the prudent investor rule, a new research paper says. Concerned about conflicts of interest among ...

With the markets still gyrating like a yo-yo, most investment advisers have likely been barraged with questions from their clients. But investors tend to make the worst decisions when confronted with ...