An investment policy statement is an important way to document goals and the plans to achieve them. While they are not a requirement as part of an investment plan, having one in place can help keep a plan on course during times of stress and uncertainty.

Derek Sasveld joins the podcast to break down the basics of investment policy statements, including the four components of a well-written investment policy statement.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/the-dos-and-donts-of-investment-policy-statements/.