Real Investment Policy Statement Example, explained step-by-step. Do before you invest.
An investment policy statement (IPS) provides a guideline on how to manage an investor's expectations on his portfolio.
In this lesson, we will talk you through what is it for, and how to write one.
In summary, this is mainly used for portfolio optimization especially when you are invested in multiple asset types, sectors, industries or geographical regions.
The primary reason we want to optimize our investment portfolio is to get as near as possible to that optimum risk-adjusted investment return.
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