An investment policy statement (IPS) is a document that outlines the investment goals, objectives, and strategies of an individual, family, Self-Managed Superannuation Fund (SMSF), mission-based ‘not for profit’ (NFP) service provider and/or a Private Ancillary Fund (PAF).
It is a valuable tool for helping to ensure financial investment decisions are made in a consistent and disciplined manner and they are aligned for their financial capital goals.
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