• Prepare and maintain the Investment Policy Statement (“IPS”)
• Define the investment-related goals and objectives
• Identify appropriate asset classes
• Conduct due diligence for investment options
• Help Plan Trustee choose and monitor investments according to the IPS
An investment policy statement (IPS) is a statement that defines general investment goals and objectives. It describes the strategies that will be used to meet these objectives and contains specific information on subjects such as asset allocation, risk tolerance, and liquidity requirements.