Greg Coffey

Greg Coffey

SENIOR CLIENT SERVICE ANALYST


Elements of a clearly defined IPS for DC plans

February 2020
Having a well-defined and clearly articulated IPS is vital in today's challenging investment landscape. Find out how a "great" IPS for your DC plan can help drive investing success.

Elements of a clearly defined investment policy statement for non-profits

April 2016
This paper discusses the key elements of an investment policy statement (IPS) and its role in helping lay a foundation of governance structure to and probability of investing success.
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