StateTrust encourages all its clients to develop an Investment Policy Statement (IPS). The Investment Policy Statement should focus on the development and outlook of your unique investment plan. All of the elements of the plan should be outlined, from an explanation of the assets and manager selection to specialized strategies and directions for investing in various arenas.
| Investment Policy Statement |
|---|
| Rationale/Conditions |
| Goals |
| Investment Strategies |
| Management Organization |
| Rules for Investing |
| Choosing and Overseeing Money Managers |
| Securities Guidelines |
| Adviser Duties |
| Client Duties |
| Benchmarks for Monitoring/Measuring Performance |
| Implementation Plan |
| Review Process |
Investor Profile