How to Write Investment Policy

An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is...
CHF 25.86
CHF 25.86
SKU: 9781118679531
Product Type: Books
Please hurry! Only 597 left in stock
Author: Dibruno
Format: Paperback
Language: English
Subtotal: CHF 25.86
10 customers are viewing this product
How to Write Investment Policy by Dibruno

How to Write Investment Policy

CHF 25.86

How to Write Investment Policy

CHF 25.86
Author: Dibruno
Format: Paperback
Language: English

An indispensable resource for every financial service professionals developing an IPS

The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements.

  • Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow
  • Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control
  • Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website
  • Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection


Author: Dibruno
Publisher: John Wiley & Sons
Published: 06/14/2013
Pages: 80
Binding Type: Paperback
Weight: 0.25lbs
Size: 8.30h x 5.40w x 0.20d
ISBN: 9781118679531

About the Author

Rocco DiBruno is the author of How to Write an Investment Policy Statement, 2nd Edition, published by Wiley.

Returns Policy

You may return most new, unopened items within 30 days of delivery for a full refund. We'll also pay the return shipping costs if the return is a result of our error (you received an incorrect or defective item, etc.).

You should expect to receive your refund within four weeks of giving your package to the return shipper, however, in many cases you will receive a refund more quickly. This time period includes the transit time for us to receive your return from the shipper (5 to 10 business days), the time it takes us to process your return once we receive it (3 to 5 business days), and the time it takes your bank to process our refund request (5 to 10 business days).

If you need to return an item, simply login to your account, view the order using the "Complete Orders" link under the My Account menu and click the Return Item(s) button. We'll notify you via e-mail of your refund once we've received and processed the returned item.

Shipping

We can ship to virtually any address in the world. Note that there are restrictions on some products, and some products cannot be shipped to international destinations.

When you place an order, we will estimate shipping and delivery dates for you based on the availability of your items and the shipping options you choose. Depending on the shipping provider you choose, shipping date estimates may appear on the shipping quotes page.

Please also note that the shipping rates for many items we sell are weight-based. The weight of any such item can be found on its detail page. To reflect the policies of the shipping companies we use, all weights will be rounded up to the next full pound.

Related Products

Recently Viewed Products