Each client should have an investment policy statement, but sometimes they don't want to go through the hassle of putting one together," he says. For example, if an advisor is investing money in ...

Your investment policy statement can be thought of as an instructional ... which automatically optimizes asset allocation by age on a glidepath. For example, a 2050 target date fund would be ...

This Investment Policy Statement (“Statement”) is established by the Investment Committee of the Board of Trustees (the “Committee”) for the guidance of the Committee, the Office of Investment ...