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Investment Policy Statement Assignment
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Check My Assignment!Assignment:
Write an investment policy statement (“IPS”) for an investment strategy of your choice. The policy
should be two pages, maximum. Please take the time to think through how you would start executing
the strategy on day one, and how you will manage the strategy from day to day. The sample IPS format
can be used as a reference but changes may be needed for your IPS depending on the strategy you
select.
Context/Purpose:
Most people think investment research is entirely about finding profitable trading signals. While that is
a key point, a practitioner must understand how to translate an investment idea into a viable product,
whether it be a mutual fund, separately managed account, hedge fund, ETF, etc.
The IPS can serve many important roles, including:
• Communication guide: how you talk to clients about the strategy, consistency check for
marketing materials
• Behavioral guide: Plan for how to manage the strategy in multiple scenarios, especially
drawdowns
• Compliance: set out your constraints in terms of markets, instruments, weights, diversification,
etc.
• Operations: consistency check and guideline for daily operations
• And plenty more – not bad for a one-two page document!
Note:
“InvestmentPolicyStatementExample.pdf” is in the “IPS” Folder in the DropBox:
Format:
MS Word, 1-2 pages.
Due:
9pm EST, Monday January 22nd.
Submission:
Email your IPS to: Rufus.G.Rankin@drexel.edu
Other:
This assignment will have a material impact on your attendance grade.
