Elements of an Effective Investment Policy Statement

Elements of an Effective Investment Policy Statement

Have you reviewed your Investment Policy Statement lately? A clearly articulated Investment Policy Statement (IPS) helps meet your fiduciary obligations and acts as a roadmap for oversight of your organization’s assets.

Elements of an Effective Investment Policy Statement

Here are 3 topics you'll want to cover in your Investment Policy Statement for your nonprofit organization

  • A Clear Definition of Duties and Responsibilities
    Identify the different parties and their responsibilities in regard to the oversight of your organization’s assets.

  • A structure to identify risk and allocate among asset classes
    Insure your IPS can respond to changing marketing environments and changes can be made without a lengthy approval process.

  • A clearly defined Spending Policy
    Define items like a sustainable spending rate, calculation methodology, and how your spending policy will the implemented.

Download an Investment Policy Statement checklist.

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Download an Investment Policy Statement checklist.

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