Investment Policy Statement
Understanding Investment Policy Statements | Finndemy CPD Series
What exactly is an Investment Policy Statement (IPS) and why does it matter for trustees, fund managers, and pension administrators?
In this video, we break down the key components, roles, and responsibilities surrounding IPS, and why it's the backbone of effective, compliant, and goal-oriented investment management.
✅ What you’ll learn:
* The purpose and structure of an IPS
* Roles of trustees in setting investment strategy
* Regulatory expectations and best practices
* How IPS links to fund manager performance
* Common pitfalls and how to avoid them
Check out this lesson on Understanding Investment Policy Statements in this course
Investment Policy Statement
📚 This lesson is part of Finndemy’s **CPD-accredited course offerings** in governance, pensions, and financial management — designed for professionals across Africa.
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