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Note: Goldman Sachs does not provide tax, legal or regulatory advice to its clients, and this sample policy does not constitute tax, legal or regulatory advice. All clients are strongly urged to consult
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How to fill out investment policy statementsan overview

01
Start by defining the purpose and objectives of the investment policy statement.
02
Identify the target audience and stakeholders involved in the creation and implementation of the IPS.
03
Clearly outline the investment goals, risk tolerance, time horizon, and asset allocation strategy.
04
Specify the roles and responsibilities of those involved in managing the investments and monitoring the IPS.
05
Include guidelines for regular reviews and updates of the IPS to ensure alignment with changing market conditions and financial goals.

Who needs investment policy statementsan overview?

01
Individual investors looking to formalize their investment strategy and goals.
02
Financial advisors and investment professionals managing client portfolios.
03
Institutional investors such as pension funds, endowments, and foundations.
04
Companies with corporate investment portfolios and retirement plans.
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An investment policy statement (IPS) is a document that outlines how investment assets should be managed. It provides guidelines for making investment decisions and includes objectives, risk tolerance, and specific strategies.
Typically, institutional investors such as pension funds, endowments, and foundations are required to have an investment policy statement. Individual investors may also benefit from having one, although it may not be a legal requirement.
To fill out an investment policy statement, you should specify your investment goals, define your risk tolerance, describe your time horizon, set asset allocation targets, and outline any specific constraints or preferences, such as ethical considerations.
The purpose of an investment policy statement is to establish a clear framework for making investment decisions, ensuring that the investment strategy aligns with the investor's goals and risk tolerance, and providing a basis for evaluating the performance of the investment portfolio.
Investment policy statements typically report on investment objectives, risk tolerance, asset allocation, investment strategies, performance benchmarks, and any specific guidelines or restrictions regarding investments.
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