Creating Investment Policy Statements that Matter

Using his experience as the CIO of a $5 billion Trust Company, Philip Mock will walk attendees through how to create an Investment Policy Statement framework for clients that is both effective and meaningful. We will discuss the necessary elements of an investment policy statement, a framework for creating and managing them, and how to implement them across your practice in an effective manner to add value for you and your clients.

Learning Objectives:

1. Learn the necessary key elements of an Investment Policy Statement and how to make them meaningful.
2. Gain ideas and best practices on creating, monitoring, managing and modifying Investment Policy Statements across your firm.
3. Learn how to implement IPS’ across your firm today, if you don’t already, in an efficient way.