Create an Investment Policy Statement (IPS) Requirements Requirements: – Introduction (Company Name:

Create an Investment Policy Statement (IPS) Requirements Requirements: – Introduction (Company Name: Portofolio Investment solution PIS) in a nice template. oPurpose, Attitude, Expectations, come up with some ideas/characteristics/traits/values for your company that you think would appeal to the clients and succinctly communicate those things to them in this written document -Role of Investment Committee o Primary Duties and Responsibilities (communicates role to investors) – Investment Objective o Risk Tolerance o Fees(1) you have a set commission of $99/
Create an Investment Policy Statement (IPS) Requirements Requirements: – Introduction (Company Name: Portofolio Investment solution PIS) in a nice template. oPurpose, Attitude, Expectations, come up with some ideas/characteristics/traits/values for your company that you think would appeal to the clients and succinctly communicate those things to them in this written document -Role of Investment Committee o Primary Duties and Responsibilities (communicates role to investors) – Investment Objective o Risk Tolerance o Fees(1) you have a set commission of $99/trade that is built-in; (2) depending on your strategy you will want to set a management fee (which could be a flat rate, built on profits, etc.); (3) you will also need to disclose the expense ratios of any funds/ETFs you choose NOTE: All mutual fund loads are treated as front-load and back-load fundsthis means that a commission is charged on the purchase and sale of the fund (in our case the load is always $99, not what they fund specifies) o Performance Measurement/Benchmarks (objective matched) – Asset Allocation o Asset Classes, Subset Classes, Target Allocation o Holding Limits (min. and max. percentage of investment in various asset classes) NOTE: You are restricted so that one asset cannot represent more than 25% of the overall portfolio (restriction is built into StockTrak) o Asset Selection Criteria (the expense ratio of different funds is generally a major point in the selection criteria) o Asset Replacement Policy (how and why?) – Diversification Strategy – Rebalancing Policy – Monitoring – Review Process – Justification of Strategythis would not be typical of a traditional IPS, but you need to convey a reasonable rationale for your choices above – Other Items (i.e. committee restrictions, etc.)

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
$26
The price is based on these factors:
Academic level
Number of pages
Urgency
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more