What is an Investment Policy Statement (IPS) and why do you need one?
The Weekly Globe: in this article, we will explain what an IPS is, why it is important and how it incorporates Strategic Asset Allocation and Tactical Asset Allocation to balance long-term objectives with short-term opportunities
By Marcelo Aagesen, Head of Global Markets and Strategy
Investing without a clear strategy is like navigating without a map. For any investor, having an Investment Policy Statement (IPS) is what ensures discipline in the long run, avoids emotional decisions, manages risk appetite and aligns investments with financial objectives.
In this article, we will explain what an IPS is, why it is important and how it incorporates Strategic Asset Allocation and Tactical Asset Allocation to balance long-term objectives with short-term opportunities.
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