An IPS outlines the policies and procedures that will guide the client's investment process.
  An IPS addresses issues that impact the overall investment program as well as issues that impact specific managers.
  An IPS establishes both a blueprint for investing and a framework for evaluation.
  An IPS facilitates communication and understanding among all parties involved in the investment program.
  An IPS formally documents all issues concerning an investment program.
  An IPS provides strong evidence that the client has fulfilled its fiduciary responsibilities. 
 

 

 

 

 

 

 

 

 

 

   
 

IPEX, Inc. 123 S. Main Street, Suite 140 · Royal Oak, MI  48067 ·   tel: 248-548-0770 ·  fax: 248-548-3177
© IPEX, Inc. · Legal Disclosure and Copyright Statements