IPS & Fiduciary Services

Investment Policy Statement Icon for Hurley Investments

An Investment Policy Statement is a written document that outlines important issues such as goals, policies and procedures. An Investment Policy Statement is required for retirement plans and is regularly referenced as a best practice in modern plan management. At Hurley Investments our retirement staff, in consultation with you, is able to establish a plan to confront your complex issues and map a systematic discipline for decision-making.

 

Our corporate clients enjoy and IPS process that includes the following processes:

 

  • Define Objectives – Our process will help you set clear and measureable expectations, risk tolerance parameters, return expectations and guidelines for investment quality.
  • Articulate the Asset Allocation Policy – Our Senior Advisors will help structure and choose investment asset classes used to achieve a diversified fund line-up.
  • Decision & Management Process– We provide a defined guide for selecting, monitoring and evaluating the performance of your fund line-up create a documented decision making process for changing and updating the fund-line-up.
  • Establish Reporting, Communication & Audit Procedures – Establish a clear protocol for communicating both processes and objectives among all parties involved, while assigning responsibility for implementation.