Investment Policy Statement
- Concord enables you to use our Investment Policy Statement, your own – or a combination of both – to create a detailed blueprint for a prospective client’s investment program.
- Concord’s IPS was developed with Ibbotson and is consistent with industry and regulatory best practices. Includes investment management objectives, asset allocation, investment manager selection, policies for investment monitoring and review, and other key guidelines.
- Concord’s IPS offers versions for both institutions and individuals – and can be seamlessly integrated into your proprietary sales process.
- Your organization can use Concord’s asset allocation model or a model that reflects your own assumptions.
- Concord’s platform enables your advisors to automate virtually the entire process, including creating and modifying all needed policy documentation.
- Platform logic will extrapolate a custom IPS from client profile.
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