68 Lombard Street, London EC3V 9LJ
The ongoing review and development of your Investment Policy Statement is an extremely important aspect of the investment management process.
A strong Statement clearly defines your organisation’s ongoing financial circumstances, investment objectives and sets the parameters and framework for your investment managers to work within.
Our team will work with you to clearly explain the choices available, build consensus across your Committee and assist you to produce an investment policy statement that fully communicates your investment needs, meets regulatory requirements and industry best practice covering the following key areas:
the process usually takes between one and two months to complete.
£800 to £1,500 plus VAT depending on number of investment managers, portfolios and complexity.