Client Agreement

  • 1 Posts
  • 1 Sections
  • 1 Types
August 24, 2024 3 min read Definitions
Investment Policy Statement (IPS): Definition, Components, and Importance
Finance Investments Portfolio Management Investment Policy Statement Portfolio Management Financial Planning Investment Strategy Client Agreement
An Investment Policy Statement (IPS) is a key document drafted between a portfolio manager and a client that outlines objectives, guidelines, and strategies for managing an investment portfolio.
Read more about Investment Policy Statement (IPS): Definition, Components, and Importance.

Finance Dictionary Pro

Our mission is to empower you with the tools and knowledge you need to make informed decisions, understand intricate financial concepts, and stay ahead in an ever-evolving market.