Your Guide to Individual Investment Policy Statements (IPS)
Investment Policy Statements (IPS) have long been considered a key component of managing institutional portfolios. However, individual investors often overlook the importance of establishing a comprehensive IPS to guide their personal investment decisions. Recognizing this gap, the CFA Institute’s “Elements of an Investment Policy Statement for Individual Investors” is a valuable resource for those looking to create a structured and disciplined approach to managing their investments.
