Simply Better Plan Design

Investment Policy Statement Design and Review

The Investment Policy Statement (IPS) contains criteria for the selection, monitoring and replacement of investments. A target asset allocation across asset classes and styles, as well as a targeted rate of return. The IPS will state the monitoring criteria, as well as the institutional benchmark against which the investment performance will be measured. The all-important practice of re-balancing the portfolio to optimal allocations lends control against risk and volatility. Parallel professionals design and recommend IPS documents, with the fiduciary protection of the Committee members of utmost concern.