Examples of Investment Policy Statement in a sentence
The Client is not limited to the Advisor’s recommendations in the choice of investment decisions regarding the investments for the Managed Funds or the allocation of the Managed Funds among those recommended investments, and Advisor may assist in the implementation of some or all investment decisions, without responsibility, however, for assuring compliance with the Investment Policy Statement as to investments directed by the Client that have not been recommended by the Advisor.
Any and all assets held in the Fund shall be invested in harmony with the Social Principles of the United Methodist Church as outlined in the Investment Policy Statement of the Foundation.
The Advisor shall make investment recommendations to the Client, in accordance with the Client’s written Investment Policy Statement.