DiBruno, Rocco.

How to write an investment policy statement [electronic resource] / by Rocco DiBruno ; [foreword by Donald B. Trone]. - Glenelg, Md. : Marketplace Books, 2013. - 79 p. - Wiley trading series . - Wiley trading series. .

Includes bibliographical references.

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.


Electronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.




Portfolio management.
Investments.
Investment analysis.


Electronic books.

HG4529.5 / .D53 2013