Investment Policy Statement - McKnight's Long Term Care News

Investment Policy Statement

William C. Fisher

Scramble for returns

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.

William C. Fisher

Re-visit the IPS

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.

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