Investment Policy Statement definition

Investment Policy Statement. (IPS) shall mean a written statement that establishes the Futuris Public Entity Investment Trust’s investment related policies, goals, objectives and criteria for evaluating investment performance that are critical for the successful management of the Trust’s investments.

Investment Policy Statement means the investment policy statement RBCEL agrees with you, in writing, in relation to the provision of RBCEL’s Discretionary Investment Management Service;

Investment Policy Statement or “IPS” shall mean the document setting forth the goals and objectives, and the management guidelines applicable to the Trust’s investment portfolios. Each IPS shall create the framework for an appropriately diversified asset mix that can be expected to generate acceptable returns at a level of risk suitable to the Trust. Each IPS shall be approved by the Board after consultation with the Investment Advisor prior to signature by the Investment Officer.

Examples of Investment Policy Statement in a sentence

• Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client.

• TRSL agrees to notify the Company in writing of any changes, which may occur with respect to the TRSL Investment Policy Statement bearing upon or relating to the investment of assets.

• The Company agrees to render investment management services to TRSL in accordance with the said TRSL Investment Policy Statement, including any changes as they occur.

• TRSL hereby appoints the Company to act as investment manager with respect to the Account, with discretion to execute trades to implement the investment of the assets of the Account (including cash) without prior consultation with TRSL, provided such actions are in accordance with the TRSL Investment Policy Statement as amended from time-to-time and communicated in writing by TRSL to the Company.

• Volatility: It is expected that the volatility of the investment manager’s portfolio will be reasonably close to the volatility of the customized policy index defined in the Investment Objective section of the Investment Policy Statement.

More Definitions of Investment Policy Statement

Investment Policy Statement means the Statement of Portfolio Investment Policy to be established for the Program by CalABLE, as such Policy Statement may be revised by CalABLE from time to time, and included as Appendix 2 to this Agreement.

Investment Policy Statement means the policy statement of the Investment Committee which will provide the framework for the fund administration and investment management of the Fund by the Investment Committee;

Investment Policy Statement means the statement of portfolio investment policy to be established for the Program by the Board, as such policy statement may be revised by the Board from time to time and included as Appendix 2 to this Agreement.

Investment Policy Statement means the investment guidelines and investment policy that you may amend or supplement from time to time with the written acknowledgment of FNB Stockbroking and Portfolio Management (SPM). This may either be contained in the Client Application Form or be a stand- alone document;

Investment Policy Statement means a document which, at least: -

Investment Policy Statement. (IPS) shall mean a written statement that establishes the Futuris Public Entity Investment Trust's investment related policies, goals, objectives and criteria for evaluating investment performance that are critical for the successful management of the Trust's investments.

Investment Policy Statement means the investment guidelines for the Trust Fund, as approved by the Retirement Board of Authority, and as such Investment Policy Statement may be amended from time to time. The Investment Policy Statement shall establish the investment guidelines and authority related to the investment of Trust assets by the Investment Manager, subject to the terms of the Trust.