FREE 10+ Sample Investment Policy Statement Templates in MS Word | PDF

Whether you are in your early 40s and at the peak of your profession, or when you are approaching retirement age and want to invest some of your hard-earned money, you may have to draft an agreement with your portfolio manager regarding your investment through an Investment Policy Statement (IPS). An IPS is an important document you and our investment manager needs to have to draft your goals and objectives when it comes to investing your money.

Our website’s Sample Statements for IPS will run you through how to draft your investment policies needed for handling your assets. These are all free for downloading and will act as guides for users who need to draft their own IPS statements.

Investment Policy Statement Example

Sample Cash Investment Policy Statement

Personal Investment Policy Statement

Foundation Investment Policy Statement

Non-Profit Investment Policy Statement

Benefit Investment Policy Statement in PDF

An Investment Policy Statement (IPS) is a document of agreement between an investor and an investment manager in relation to how an investment is being managed. It serves as a strategic guide to successfully plan and implement an investment program that both the investor and the investment manager must mutually agree upon. For the portfolio or investment manager, providing an investment counsel to an investor requires guaranteeing a diversity of priorities to address the fine details of an investment performance.

Besides specifying the investor’s goals and investment priorities, a well-drafted IPS gives a detailed process that keeps the investor focused on his other long-term objectives even if the stock market goes in the red in the short term. An IPS should contain all necessary information regarding the investor’s current account, allocation, how much has been accumulated and earned, plus how much is currently being invested in a couple of other accounts. The IPS also gives a detailed list of the investor’s objectives including the time horizon of his investments.

For students who want to enroll in any of the good colleges and graduate schools and need to write a detailed account in their applications, check out our website’s Personal History Statements or click on the link which will direct you to a couple of samples that you can use as guides for drafting your own applications. We also have Personal Brand Statements that focus on your skills and values that you use when applying for a job. These are all free to download, edit, and modify according to user specifications.

Plans Investment Policy Statement

Name Investment Policy Statement

Responsible Investment Policy Statement

Pension Plan Investment Policy Statement

Ethical Investment Policy Statement

An IPS therefore helps to clearly communicate to both parties how the procedures, investment philosophy, and constraints should be adhered to by the parties. It can also be seen as an advisory from the investor to his portfolio manager on how the money is to be managed. At the the same time, the IPS would act as a guideline for all investment decisions and responsibilities of each party. Since an IPS is a policy document rather than an implementing directive, it should provide guidance for how investment decisions should be made rather than being a list of specific securities to be used.

For CEOs, board of directors, and managers, you can check out our Sample Vision Statements that help describe what your respective companies hope to achieve in both short- and long-term basis through vision statements that you need to draft. You can check out a couple of our examples that can act as guides in drafting your own vision statements. These are all free for downloading in both Word Doc and PDF files.