About the Episode

An investment policy statement is an important way to document goals and the plans to achieve them. While they are not a requirement as part of an investment plan, having one in place can help keep a plan on course during times of stress and uncertainty.

Derek Sasveld joins the podcast to break down the basics of investment policy statements, including the four components of a well-written investment policy statement.

For full show notes and links mentioned in this episode, visit bmogam.com/betterconversations

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