Investment Policy Statement

An Investment Policy Statement (IPS) sets out the rules for managing your portfolio. It brings together all the elements to consider before starting to invest and serves as a reminder when you have decisions to make.

Your advisor will complete your statement with you, which will indicate the following information:

  • Current and desired situation
  • Portfolio objectives
  • Risk tolerance
  • Liquidity needs
  • Investment horizon
  • Strategic asset allocation
  • Rebalancing
  • Tax and legal situation
  • Review of your statement