I have produced a five part education series on how to structure the investment office. This second episode covers the Investment Policy Statement.
It's a very practical episode, going though:
Purpose - what it will “lay out” for the family
Investment Governance - executive and investment committee, external advisers
Investment Philosophy
Investment Objective
Investment Strategy - asset class framework, objectives and criteria of asset classes
Performance Monitoring & Reporting
This is a new platform for me, hopefully it works as a way of delivering information for those families and advisers seeking practical insight. They're short (30 minutes tops).
For more insights into family offices and their investments, operations and technology, subscribe to the Sherpa newsletter at: hallroad.com.au.
Cheers
Shaun.
“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”
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