The do’s and don’ts of investment policy statements
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