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Sample Investment Policy Statement for Free

Get a free copy of our investment policy statement sample you can edit to suit your needs and save time creating your own from scratch.

An Investment Policy is a written document formulated by an investor to effectively manage an investment portfolio. State-owned entities, banks and other financial institutions, pension funds, and to a lesser extent, individuals, are among those who use such a document. The investment policy pages listed below will give you an example of what is included in the sample. See the investment policy pages now.

A standard policy seeks primarily to diversify the portfolio into different categories of risk to achieve optimum returns. Specific objectives of any investor, as presented in our investment policy example, include safety, portfolio diversification, liquidity, and investment yields.

On the pages of this site you can learn more about the example investment policy statement (IPS) available for download. Follow a page link below to read more:

The Investment Policy Pages

The Sample Investment Policy page presents information on the investment policy example available for free download.
The Investment Objectives page covers aspects relating to investment safety, including interest rate risk, currency risk and sovereign risk management, liquidity risk, and yields.
The Investment Transactions page provides information on internal controls, authorized financial dealers and institutions, eligible investments, as well as Investment Restriction or prohibited transactions.
The Performance Reporting page addresses the issues of measuring actual returns to benchmark yields, and provides a listing of monthly, quarterly and annual investment reports to be prepared.
The Portfolio Mix page lists the factors used to determine the appropriate asset mix, and also presents a sample benchmark portfolio mix.
The Prudence Definition page highlights the care, judgment and intelligence that should be exercised by investment managers.

Our example investment policy statement was written by Keith Inniss, Fellow of the Institute of Canadian Bankers, with the objective of helping you save your company the time and money it would take to develop your own from scratch. You can download a free copy of the full statement from the sample investment policy page. By downloading this investment policy statement sample your job is almost done, there is no need for you to hire another professional.

Other investment policy statement resources:

Creating an IPS

Growth inequality

How to write IPS

Role of Monetary Management