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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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fi360 news

  • September 19, 2016

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

  • August 17, 2016

    Columbia University was sued Tuesday on claims its retirement plans charged excessive fees. This follows a string of similar litigation filed over the past week against several top universities, leading to speculation that these suits are merely the first volleys in what's likely to be a developing trend. READ MORE

  • August 09, 2016

    A former Neuberger Berman employee is the lead plaintiff on a class-action lawsuit against the asset manager, alleging the firm cost all employees $130 million in retirement savings. 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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