Glossary
What does Investment policy statement mean?
A plain-English family office definition of Investment policy statement.
A document defining objectives, risk, liquidity, asset allocation, restrictions and governance for investments.
Investment policy statement
A document defining objectives, risk, liquidity, asset allocation, restrictions and governance for investments.
Sources and research trail
This page was developed from the source manuscript and should be read with the publication's primary-source library.
- See the primary-source library and related feature articles