The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements.

Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow
Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control
Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website
Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection

About the Author

Rocco DiBruno is the author of How to Write an Investment Policy Statement, 2nd Edition, published by Wiley.

"About this title" may belong to another edition of this title.

Store Description

ThriftBooks is a fully independent seller of used books, having sold more than 160 million used and new books since we started in 2003. Each quality used book is sorted, graded, shelved and shipped by hand by our team of dedicated employees in our seven warehouses across the US. We have the best selection of books, in the right condition and format, at everyday low prices. We also have a dedicated, US-based Customer Service team, ranked in the top three by Newsweek for Best Customer Service in 2018 and 2019, so you can shop with confidence. We support and invest in our employees, appreciate and value our customers, and truly believe in the power of the written word to educate, energize, and engage readers of all ages and interests.

Visit Seller's Storefront

Seller's business information

Thrift Books Global LLC
18300 Cascade Ave S, Seattle, WA, 98188, U.S.A.

Sale & Shipping Terms

Terms of Sale

We guarantee each book that we send you. If you have any problems, please contact
our dedicated customer service department. They will do everything possible to
ensure you are happy with your order.

Shipping Terms

All domestic Standard shipments are distributed from our warehouses by OSM, then handed off to the USPS for final delivery.

2-Day Shipping is delivered by FedEx, which does not deliver to PO boxes.

International shipments are tendered to the local postal service in the destination country for final delivery – We do not use courier services for international deliveries.

Shipping rates within U.S.A.

Shipping rates within U.S.A.
Order quantity	4 to 8 business days	4 to 8 business days
First item	US$ 0.00	US$ 0.00

Delivery times are set by sellers and vary by carrier and location. Orders passing through Customs may face delays and buyers are responsible for any associated duties or fees. Sellers may contact you regarding additional charges to cover any increased costs to ship your items.