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Run: Investment Policy Statement Drafting and Review Worksheet

Use this worksheet to capture a client’s investment objectives, risk tolerance, allocation targets, constraints, and review notes in one IPS drafting session...

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Submission Notice and Consent

Purpose of this submission (required)

Client consent to document investment objectives and constraints (required)

Yes No N/A

Advisor name (required)

Meeting date (required)

Client Profile and Review Context

Client name (required)

Account type (required)

What triggered this review? (required)

Meeting summary and key updates

Investment Objectives

Primary investment objective (required)

Secondary objectives

Investment time horizon (years) (required)

Expected return objective

Risk Tolerance and Liquidity Needs

Overall risk tolerance (required)

Maximum temporary loss the client is comfortable with (required)

Liquidity needs within the next 12 months (required)

Liquidity details

Asset Allocation Targets

Target equity allocation (%) (required)

Target fixed income allocation (%) (required)

Target cash allocation (%) (required)

Target alternatives allocation (%)

Allocation rationale and constraints

Constraints and Special Considerations

Applicable constraints

Constraint details

Restricted securities or holdings to avoid

Special considerations

Review, Approval, and Audit Trail

IPS status after this review (required)

Follow-up actions

Client attestation (required)

Yes No N/A

Advisor signature (required)

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Email (required)

Your name (optional)

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