The Lubitz Financial Group 3 Investment Policy Statement February 27, 2009 be reviewed and revised periodically to ensure they adequately reflect any changes That's because creating an Investment Policy Statement forces you to put your investment strategy in writing and commit to a disciplined investment plan. Elements of an Investment Policy Statement for Individual Investors For each element, Example: "This Investment Policy Statement governs the personal invest- An Investment Policy Statement (IPS) is a document of agreement between an investor and an investment manager in relation to how an investment is being managed. This statement of investment policy reflects the investment policy, objectives, and constraints of the entire Account. Sample Investment Policy To Comply With Public Act 20 of 1943, as amended. This sample policy is provided to assist in the development of a policy which meets the INVESTMENT POLICY STATEMENT State of Connecticut Retirement Plans & Trust Funds Investment Policy Statement for the State of Connecticut Retirement Plans & Trust Funds Sample Investment Policy Statement • Regulatory oversight: Each investment manager shall be a regulated bank, an insurance company, a registered Sample 401(k) Plan Investment Policy Statement 7 In selecting the investment options for the plan, the Investment Committee will consider a 9.6 NONPROFIT INVESTMENT POLICIES SAMPLE I. PURPOSE The purposes of the following investment guidelines, which are to reviewed annually by the board of
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