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The document is an Investment Policy Statement Questionnaire from Raymond James & Associates, Inc., designed to gather detailed personal and financial information from clients. It aims to assess individual and business investor profiles, including investment objectives, risk tolerance, asset allocation preferences, and financial data. The questionnaire includes sections for personal data, financial data, investment objectives, time horizons, and manager selection criteria. Additionally, it provides historical performance analysis of various asset classes to guide clients in making informed investment decisions.
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An investment policy statement is a written document designed to provide a decision-making framework for retirement plan committee members as they manage their fiduciary obligations to plan participants.
An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. This statement provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these objectives.
There are five key points that should be addressed specifically and in some detail in the IPS: return targets, spending (formula and rate), asset allocation, risk management and liquidity.
With that said, its important to stay up to date. Fiduciaries should expect to refresh the IPS every market cycle, or approximately every 35 years, unless theres a change in your organizations needs and objectives.
While ERISA does not require an investment policy statement, the Department of Labor has generally promoted it as being consistent with the fiduciary obligations set forth in ERISA.

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The investment policy statement is designed to guide the sponsors retirement plan committee as it decides, with the plans financial services provider, on investment options to include in the plan, and to evaluate the performance of those investments over time.
The main goal of an IPS is to set forth guidelines for how portfolios will be constructed, managed and evaluated, she says. An IPS helps ensure that both the client and advisor are on the same page throughout the investment journey.
Most statements then comprise the following sections. Introduction. Investment objectives. Time horizon. Attitude to risk and capacity for capital loss. Liquidity risks and requirements. Eligible asset classes. Management, reporting and monitoring. Performance benchmarks.

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