16.3 Step 2: Design an Investment Policy Statement

In this section

• 16.3.1 Purpose and Structure
  Detailed exploration of the purpose and structure of an Investment Policy Statement (IPS), and its significance in the portfolio management process.
• 16.3.2 Creating an IPS
  Detailed exploration of the creation and importance of an Investment Policy Statement (IPS) in portfolio management, with client involvement and review processes.