Course 108: Creating Your Investment Policy Statement
Revisiting Your IPS
In this course
1 Introduction
2 Executive Summary
3 Investment Objectives
4 Investment Philosophy
5 Investment Selection Criteria
6 Monitoring Procedures
7 Revisiting Your IPS

Once you've created your IPS, sign it, date it, and come back to it in a year. The Investment Policy Statement isn't only your investing blueprint. It's also your portfolio's report card.

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