Transcription of A Roadmap for the Roadmap (August 2018) (003)
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A Roadmap for the Roadmap (August 2018) (003)
A Roadmap FOR THE Roadmap : creating an investment policy statement for endowments and foundations Simon C. Krinsky, CFA. Kathryn A. Hall March 2012. San Francisco | New York March 2012 A Roadmap for the Roadmap Introduction 4. Keep it updated. Schedule an annual review The purpose of this white paper is to offer of the IPS. investment committees and staff members a guide for creating an investment policy Objectives statement (IPS) to meet their institution's Our fundamental view is that every institution is specific objectives and constraints. distinct. As a result, there is no single objective, set of constraints, or target asset allocation that An IPS is intended to help an endowment or can be applied broadly across all institutions. foundation: Instead, investment objectives and asset 1. Outline the purpose and goals of the allocation should reflect and be designed to investment portfolio. support the mission of each specific organization. It is impossible to cover the entire 2.
A ROADMAP FOR THE ROADMAP: creating an investment policy statement for endowments and foundations Simon C. Krinsky, CFA Jonathan U.R. Smith August 2018
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