Investment Policy Statement (“IPS”) for the company.

THE ASSIGNMENT:
Your assignment is to write a formal Investment Policy Statement (“IPS”) for the company. The IPS provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these objectives. Specific information on matters such as asset allocation, risk tolerance and liquidity requirements are included in an investment policy statement.
The policy should contain the following sections:
 Governance – define who will have oversight of the investments
 Duties of the investment committee – Who will be serving on the committee and what are the committee’s duties?
 Purpose of the investments – define the purpose of the investments. Why is the company undertaking this approach and what do they intend to use the investments for?
 Investment objectives – describe the company’s risk tolerance and recommend a minimum return for the portfolio.
 Asset allocation - What are the types of investments that are permissible in the portfolio? Define the asset classes that you are going to invest in, and what percentage of the portfolio can be in any category (you can establish minimum and maximum thresholds). Define what benchmarks you are going to use to evaluate the performance of the asset classes.
 Portfolio rebalancing – How frequent should this occur, and who is responsible for making that decision?
 Monitoring portfolio investments and performance – How frequently should there be a review of the performance of the portfolio? Who should the investment committee share that report with?
 Transactional guide – Express what your recommendations are with respect to fees associated with the investment portfolio.
 Prohibited securities – If there are securities that you would not permit the investment committee to invest in, you should discuss that in this section.
The Investment Policy Statement should be typed and well written.
You should approach the assignment as if you were really making this recommendation to the Chief Financial Officer of the company. Under the cover page will be your investment policy statement.
Other considerations:
• The cover letter and report must be typed in a Word document. The completed report and cover letter need to be loaded into Blackboard prior to the due date in order to receive credit for the assignment.
• The cover letter counts as a separate page. The report itself has 5 written pages. If you elect to add any charts that add visual support to your recommendations, they should be added to the back of the report in an “Appendix” section that follows the written report. The Appendix section, if used, does not count in the three to five-page written report count.
• Some financial and other information on the company is provided in links in order to get you started. It is not intended to be the sole information source you access to complete the assignment.
For the instructions of the assignment please see the "instructions for assignment" link, the given samples in the "sample" links, and other some related information also in the links.

There are total 8 links, please check them all thanks.
The assignment NEED TO SUMBIT ON THE Turnitin, software to check for plagiarism against other written materials. Make sure you did your own work