Creating a Strategy and Plan for Your Foundation's Investing: Developing and Using an IPS

Business & Finance, Industries & Professions, Nonprofit Organizations & Charities
Cover of the book Creating a Strategy and Plan for Your Foundation's Investing: Developing and Using an IPS by Jason Born, Association of Small Foundations
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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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

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