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How to Write an Investment Policy Statement - Rocco (AIFA (Accredited Investment Fiduciary Analyst)) DiBruno - Bog

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An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one.

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  • Sprog:
  • Engelsk
  • ISBN:
  • 9781118679531
  • Indbinding:
  • Paperback
  • Sideantal:
  • 80
  • Udgivet:
  • 9. august 2013
  • Udgave:
  • 2
  • Størrelse:
  • 140x214x6 mm.
  • Vægt:
  • 98 g.
  • BLACK WEEK
Leveringstid: 8-11 hverdage
Forventet levering: 9. december 2024

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An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one.

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