Fillable Investment Policy Statement

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Investment Policy Statement

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The Investment Policy Statement form is 2 pages long and contains:

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  • 16 check-boxes
  • 53 other fields

Country of origin: OTHERS
File type: PDF

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Investment Policy Statement
NAME
DATE
INVESTMENT GOAL DETAILS
Goal
Goal Date
Goal Duration (number of years)
Amount Needed
INVESTMENT STRATEGY IN BRIEF
Include amounts for all accounts earmarked for goal
U.S. Stock
U.S. Large-Cap (optional)
U.S. Mid-Cap (optional)
U.S. Small-Cap (optional)
Foreign Stock
Developed Markets (optional)
Emerging Markets (optional)
Bond
Short-Term (optional)
Intermediate-Term (optional)
Long-Term (optional)
Other Asset Type (specify)
to
to
to
to
to
to
to
to
to
to
to
to
TARGET ASSET ALLOCATION
%
%
%
%
%
%
%
%
%
%
%
%
CURRENT INVESTMENTS
Include amounts for all accounts earmarked for goal
Employer-sponsored retirement plans (401(k), 403(b), 457 Plan)
IRAs
Self-employed retirement savings vehicles (SEP or SIMPLE IRA, Solo 401(k))
Taxable Accounts
College Savings Values
Health Savings Accounts
Other (specify)
$
$
$
$
$
$
$
%
%
%
%
%
%
%
%
%
%
%
%
Investment Policy Statement
INVESTMENT SELECTION CRITERIA
MONITORING STANDARDS
Mutual Fund Criteria (supply specific parameters)
Fee Level
Manager Tenure
Morningstar Analyst Rating
Stewardship Grade
Other (specify)
Stock Criteria (supply specific parameters)
Star Rating
Moat Rating
Uncertainty Rating
% Undervalued
Other (specify)
Bond Criteria (supply specific parameters)
Credit Rating
Maturity
Other (specify)
Portfolio Level Monitoring Checklist (check all that apply)
Progress toward goal
Actual savings rate vs. target savings rate
Asset allocation vs. targets
Tax efficiency of taxable portfolio
Securities Level Monitoring Checklist (check all that apply)
Security fundamentals (manager changes, etc)
Security valuations
points from targets.
SemiannuallyAnnually Monthly
Rebalance when allocations to broad asset classes are
Quarterly
Concentration risk (investment style, sector)
Portfolio performance vs. blended benchmark
Tax-loss harvesting opportunities
Other (specify)
Performance vs. benchmark/category peers
Other (specify)
Monitoring Frequency (check one)
%
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Investment Policy Statement

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Completed 8 July 2021

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