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an investment policy statement is a formal document that defines ones investing objectives and strategy here well look at how to write one the benefits of having one a template and an example so what is an investment policy statement an investment policy statement is a document that outlines the parameters of how a portfolio will be managed and what its objectives are they are used by portfolio managers of funds and between financial advisors and their clients the investment policy statement or IPS for shorthand keeps the investing strategy and its managers on the rails by setting guidelines within which the Investment Portfolio must be managed think of the IPS as just a formal investing roadmap written down in detail naturally it contains information such as asset allocation strategy time Horizon goals risk tolerance monitoring procedures review timelines liquidity requirements Etc the IPS also self-referentially specifies when and how the document itself can and cannot not be chang
