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Putting the Investment Policy Statement at the Center of Your Fiduciary Process

At the heart of managing a prudent investment process is the investment policy statement. Done right, it is the blue print for any fiduciary portfolio and the game plan for carrying out the fiduciary process. Take this opportunity to learn why the IPS is a critical document for managing your investment processes.

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Dallas, atlanta, and Los Angeles! 

fi360 news

  • September 19, 2016

    fi360 announces the launch of its Fiduciary Essentials for Advisors (FEA) training program. READ MORE

  • August 31, 2016

    The most fundamental duty under the fiduciary standard is loyalty, the obligation to avoid conflicts or, in the case of unavoidable conflicts, mitigate them in a manner that serves the client’s best interests. READ MORE

  • August 29, 2016

    The rules allow funds to block investors from pulling cash during times of high volatility. READ MORE

  • August 25, 2016

    The U.S. Department of Labor recently tightened the rules around some kinds of investment advice by requiring a “fiduciary standard.” And starting in April 2017, many of those new standards will be in force. READ MORE

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From our Blog

  • September 09, 2016

    fi360 Fiduciary Talk 37: A Fiduciary Angle to Business Continuity? READ

  • September 09, 2016

    fi360 Fiduciary Talk 36: Changes to the SEC Liquidity Rules for Money Market Funds READ

  • August 25, 2016

    Cybersecurity: 6 Steps to Build Your Fiduciary Readiness READ

  • August 16, 2016

    fi360 Fiduciary Talk 34: Target Date Funds and How They Are Used in QDIAs READ

  • August 04, 2016

    fi360 Fiduciary Talk 35: The Impact of DOL’s Fiduciary Rule on Suitability Requirements READ

  • July 28, 2016

    fi360 Fiduciary Talk 33: Collective Investment Trusts Capturing Assets and Attention READ

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