Creating a Strategy and Plan for Your Foundation's Investing: Developing and Using an IPS
Business & Finance, Industries & Professions, Nonprofit Organizations & Charities
| Author: | Jason Born | ISBN: | 9781301084562 |
| Publisher: | Association of Small Foundations | Publication: | September 27, 2012 |
| Imprint: | Smashwords Edition | Language: | English |
| Author: | Jason Born |
| ISBN: | 9781301084562 |
| Publisher: | Association of Small Foundations |
| Publication: | September 27, 2012 |
| Imprint: | Smashwords Edition |
| Language: | English |
Learn about the steps in creating an Investment Policy Statement (IPS) — from making key board decisions, to developing your asset allocation policy, to putting together your IPS document. Topics include: What an IPS is and what it does; Components of an IPS; Steps in developing an asset allocation policy; Staying legal with your investments. Plus: Two examples of approaches to spending; Two sample Investment Policy Statements; Introduction to alternative assets.
Learn about the steps in creating an Investment Policy Statement (IPS) — from making key board decisions, to developing your asset allocation policy, to putting together your IPS document. Topics include: What an IPS is and what it does; Components of an IPS; Steps in developing an asset allocation policy; Staying legal with your investments. Plus: Two examples of approaches to spending; Two sample Investment Policy Statements; Introduction to alternative assets.
