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.
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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