investment policy statement
Four Considerations for Strong Investment Policy Statements
If you ran your IPS through a stress test, would it be strong enough to withstand the pressure?
Note to Advisers and Clients: Put Your Investment Plan in Writing
Investment Policy Statements, long a keystone of the institutional investment world, are increasingly catching on with individual investors and financial advisers.
Weekend Reads for Advisers: Love and Math, Luck versus Skill
The art of algorithmic war, GMO's latest quarterly letter, and why most back-tested performance histories are bunk.
How Not to Bungle a Trust: A Checklist for Investment Trustees
Lawsuits involving estates and trusts are on the rise. Here are 10 tips for trustees to bear in mind to avoid litigation.