Dive into the world of investment strategy with CAPTRUST. An Investment Policy Statement (IPS) is your organization's #blueprint for managing its investment portfolio effectively. Discover the key components your #IPS should include and get started on drafting yours today.
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Sr. VP Advisor | Helping retirement plan sponsors build 1st class retirement benefits to attract, retain, and retire valued employees, while mitigating fiduciary risk. through unbiased, independent advice.
An investment policy statement is a formal document that explains the guidelines and procedures for how to manage an organization’s investment portfolio. For endowments and foundations, an IPS is an essential tool. In this video, learn what an IPS should contain and how to begin drafting one. #CAPTRUST
Creating an Investment Policy Statement (IPS)
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Disclaimers: The views and opinions expressed in this Linkedin page are solely that of the author and do not reflect the opinion of Professional Investment Advisory Services Pte Ltd. The information contained in this Linkedin page is for general information only and does not constitute the provision of financial advisory services. The investment returns shown on this page are hypothetical and illustrative only, and they may consist of guaranteed and non-guaranteed components. It’s purely for illustrative purposes only. Past performances are not indicative of future returns. This does not form any recommendation or have any regard to the investment objectives, financial situation or needs.
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Sr. VP Advisor | Helping retirement plan sponsors build 1st class retirement benefits to attract, retain, and retire valued employees, while mitigating fiduciary risk. through unbiased, independent advice.
By using a QDIA, plan sponsors can ensure their participants have a well-diversified investment portfolio that is being prudently managed, even if they don’t manage it themselves. In this video, learn the benefits of a QDIA and what to consider when selecting one.
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Pro-active Tax Planning for Service Business Owners (B2B/B2C) ◆ Message Me for Free Tax Assessment
Ever wondered if duplicating an existing product or process is worth the R&D investment? Investing in Research and Development for a carbon copy might not be the wisest move. Why spend money on duplicating when you could be enhancing and revolutionizing? Replicating an identical product or process isn't the key to unlocking the full potential of your business. If you're considering doing R&D, make sure that it's for something innovative and that it has the potential to generate revenue. Otherwise, you're just wasting money. Book a call with Rainwater CPA now to learn more. 📞 #RainwaterCPA #FinancialPlanning #TaxDeductions #Accounting #BusinessTax #taxtips #CPA
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