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Investment policy statement

Document objectives, authority, risk, liquidity, constraints and monitoring rules before selecting investments or managers.

Quick answer

An investment policy statement, or IPS, is a written governance document that sets a portfolio's objectives, strategy, constraints and decision responsibilities for a stated period. It commonly covers return objectives, risk tolerance, horizon, liquidity, tax and legal considerations, permitted assets, allocation ranges, benchmarks, rebalancing and review.

Use the worked example

Meaning and transaction use

The US OCC defines an IPS as a written document establishing portfolio objectives and strategies and says constraints may include liquidity, tax, regulatory and client-specific circumstances. [S1]

The IMF describes an investment policy statement as setting institutional objectives, beliefs, responsibilities and risk tolerance, with accountability required for implementation. [S2]

Proposed family-office control: approve one version with named authorities, liquidity and concentration limits, allocation ranges, valuation and reporting rules, conflict procedures and a dated review cycle.

Worked example

Illustrative liquidity test only. Assume USD 24 million of liquid assets and expected twelve-month outflows of USD 15 million, including capital calls and family distributions.

Scroll the table horizontally to view all columns.

MeasureCalculationResult
Liquid assetsAssumedUSD 24 million
Expected outflowsAssumedUSD 15 million
Liquidity coverage24 / 151.60x
Liquidity cushion24 - 15USD 9 million
Stressed coverage after USD 6 million reduction18 / 151.20x

Base coverage is 1.60x and stressed coverage is 1.20x. Classification, timing and stress assumptions require approval and regular refresh.

Proposed transaction review process

Define purpose

Record beneficiaries, objectives, horizon and spending or liability needs.

Set governance

Assign approval, execution, custody, valuation, monitoring and exception roles.

Set portfolio rules

Approve risk, liquidity, permitted assets, allocation ranges and benchmarks.

Monitor and review

Reconcile holdings and performance, test limits and retain approved amendments.

Evidence checklist

Family objectives

Approved goals, horizon, distribution policy and liability schedule.

Portfolio evidence

Custody records, valuations, commitments, exposures and liquidity terms.

Governance record

Authorities, minutes, conflicts, adviser mandates and exceptions.

Monitoring record

Benchmarks, performance, risk, breaches, rebalancing and IPS reviews.

Decision framework

SituationProposed action
An investment breaches a limitEscalate under the exception rule before commitment.
Liquidity falls below policyUpdate cash-flow scenarios and approve remediation.
Family objectives changeRevise the IPS through the documented authority and retain the prior version.
A direct investment lacks a market priceApply the approved valuation and reporting policy.

Common errors to check

  • Using an IPS that omits decision authority.
  • Ignoring capital calls and illiquidity in cash planning.
  • Changing policy after a loss without documented analysis.
  • Treating target returns as guaranteed outcomes.

Document the investment policy

Bring the family objectives, cash-flow needs, holdings and governance map to an IPS review. Translate them into approved limits, roles and monitoring rules.

Discuss the transaction

Primary references and editorial scope

  1. US OCC: Investment Management Services
    IPS definition, objectives, strategy and common constraints. Reference checked 17 September 2026.
  2. IMF: Institutionalizing Countercyclical Investment
    IPS objectives, beliefs, responsibilities, risk tolerance and implementation accountability. Reference checked 17 September 2026.
Editorial qualification

General family-office governance education. Figures are hypothetical. Fiduciary, tax, regulatory, trust and suitability obligations depend on the entities, mandates and jurisdictions.

General business information. Obtain advice appropriate to the legal, tax, accounting and financing facts. No offer, lender commitment or transaction outcome is represented. All worked examples use expressly assumed figures. Editorial draft date: 17 September 2026.

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