Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...

A version of this article was published in June 2017. Some financial advisors prepare complicated investment policy statements for their clients, complete with appendixes, footnotes, and legal ...

Financial advisors who work with high-net-worth individuals, family offices and institutions can enhance their services to clients with the help of an investment policy statement. This formal document ...

A strategic policy example is a written statement of an organization's choices in its operating environment. For example, a public or nonprofit agency chooses which of society's problems to address ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

Editor's note: This article originally ran on Oct. 2, 2017. University of Chicago professor Harold Pollack gained some well-deserved attention for his "financial advice on an index card" concept. His ...

An investment policy statement is your compass, a check to keep your investment portfolio on course to meet its goals. It's a great practice to create an investment policy statement. It can help you ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Marguerita is a Certified Financial Planner (CFP), Chartered ...

Proposed statements traditionally respond to requests from policymakers, ACS members, or ACS governance. While ACS committees normally take the lead in developing statements, a statement also may be ...

The American Chemical Society updated eight of its policy statements in 2024. These policy statements summarize ACS’s official positions on important issues. They are developed by ACS committees with ...

The Government has introduced a Template Tips and Other Gratuities Policy Statement, Minister of Economy and Labour Jason Hayward said. Speaking in the House of Assembly on Friday [Feb 23] the ...