Investment Policy Statement

Scramble for returns

Scramble for returns

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Dividend-paying common stocks and "income generating strategies" are attracting nonprofit executives' attention. And with good reason: The stock market has been volatile and many finance committees have been disappointed with the rates-of-return of their investment portfolios.

Re-visit the IPS

Re-visit the IPS

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The primary document governing investment decision making by fiduciaries is the investment policy statement (IPS). The fiduciaries are the board and finance committee members, as well as senior management.