Practical Advice for preparing an Investment Policy Statement

This paper sets out what should be included in an Investment Policy Statement (IPS) for an any organisation with a pool of investment assets to manage.  This includes charitable trusts and foundations, Māori and Iwi investment organisations, superannuation and provident funds, and other board-governed investment entities.  It provides helpful tips for Stewards who are preparing the IPS internally or adopting an IPS prepared by a financial adviser or fund manager.

Click here to download the paper
Click here to download IPS template guide
Click here for TPK resources for Māori investors