Pages intact with possible writing/highlighting. Binding strong with minor wear. Dust jackets/supplements may not be included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good.

Seller Inventory # 14467496-6

Contact seller

Report this item

Bibliographic Details

Title: How to Write an Investment Policy Statement
Publisher: Wiley & Sons, Incorporated, John
Publication Date: 2013
Language: English
ISBN 10: 1118679539
ISBN 13: 9781118679531
Binding: Soft cover
Edition: 2nd Edition.
Condition: Very Good
Weight: 0.209 pounds

About this title

Synopsis

An indispensable resource for every financial service professionals developing an IPS

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

Better World Books (https://www.BetterWorldBooks.com) is a for-profit, socially conscious business and a global online bookseller that collects and sells new and used books online, matching each purchase with a book donation. Each sale generates funds for literacy and education initiatives in the U.S., the UK, and around the world. Since its launch in 2003, Better World Books has raised $33 million for libraries and literacy, donated over 32 million books, and reused or recycled more than 397 million books.

Visit Seller's Storefront

Seller's business information

Better World Books Marketplace, Inc.
55740 Currant Road, Mishawaka, IN, 46545, U.S.A.

Sale & Shipping Terms

Terms of Sale

Better World Books (BWB) values your satisfaction and offers you returns within thirty (30) days after the estimated delivery date on most items. All returned items must be in the original condition; used items should include the SKU sticker located on the spine or back of the product.

If you have an incomplete, incorrect, or damaged shipment, please contact our Customer Care team via Abebooks contact seller options before proceeding with the return.Please keep in mind that because we deal mostl...

More Information

Shipping Terms

Please allow 1-2 business days for order fulfillment.

Shipping rates within U.S.A.

Shipping rates within U.S.A.
Order quantity	4 to 8 business days	3 to 5 business days
First item	US$ 0.00	US$ 13.00

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.