A Well-Crafted Investment Policy Statement - Exponent Philanthropy

A Well-Crafted Investment Policy Statement

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A well-crafted investment policy statement (IPS) will set the course for managing the foundation’s assets through time and provide clear guidance to trustees and those who manage those assets.

The value of your IPS is greatly enhanced by confirming that the content is complete, the words are easily understood, the guidelines are quantifiable, the results are measurable, and all statements are consistent.

Full article includes sample documents.

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