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Family Office Sherpa Podcast Series: Episode 2 - Writing the Investment Policy Statement

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).


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“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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