Kyle Wiggs / Glossary

Glossary

Investment policy statement (IPS)

An investment policy statement is a written document setting out a client's objectives, constraints, target allocation, and the rules that govern how the portfolio is managed and reviewed.

Written before it is needed

The value of an IPS comes from being agreed in calm conditions. It records what was decided and why, at a time when nobody was reacting to anything.

What it contains

Objectives and time horizon. Target allocation and permitted ranges. Rebalancing rules. Constraints, including restricted securities and liquidity needs. How and when it gets reviewed.

What it is actually for

The difficult conversation in a decline. When a client wants to abandon the plan, the IPS makes the discussion about a document you both agreed rather than about who is right now.

It does not stop anyone doing anything. The client can always overrule it. But it changes the conversation from an argument into a decision to depart from something.

The failure mode

A boilerplate IPS that nobody read. If it does not reflect this client's actual circumstances, it is a filing artefact, and it will be useless in exactly the moment it was written for.