How to write an investment policy statement

Salvato in:
Dettagli Bibliografici
Autore principale: DiBruno, Rocco
Ente Autore: ebrary, Inc
Natura: Elettronico eBook
Lingua:inglese
Pubblicazione: Glenelg, Md. : Marketplace Books, 2013.
Serie:Wiley trading series.
Soggetti:
Accesso online:An electronic book accessible through the World Wide Web; click to view
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Sommario:
  • section 1. Why plan sponsors and all fiduciaries need a formal process for writing their investment policy statement
  • section 2. How to get started and steps to formalize the process
  • section 3. The template IPS.