With this email series, my goal is to offer you comprehensive guidance on starting the drafting process for your Investment Policy Statement.Rather than take a prescriptive approach , I believe the Socratic method yields the best results. Thus, I challenge you to answer the following questions. In this letter, I am covering Section Two of the Framework:GOVERNANCE- Who is responsible for writing and reviewing the IPS?
- Who is responsible for implementing and monitoring the execution of the IPS?
- Who is responsible for hiring and firing asset managers and/or advisors?
- Who is responsible for defining the asset allocation?
- Who is responsible for the reporting, risk management and performance review?
By addressing these inquiries thoughtfully, you'll pave the way for a robust and meaningful Investment Policy Statement that reflects your unique circumstances and aspirations. Should you have any questions or require further assistance as you navigate this process, please don't hesitate to reach out. You can also book a free 1:1 coaching session at the link below. I'm here to support you every step of the way. Warm regards, Elisabetta |
