Investment Policy Statement Sample
NAME:
DATE: / /
Investment Policy Statement
Equity %
Bond %
Cash %
Combined %
PROJECT RATE OF RETURN
IDENTIFY INVESTING GOALS
Investing Goal When
Duration Estimated Cost
Current Assets Additional Contributions/Frequency /
SPECIFY ASSET-ALLOCATION RANGES
Domestic Equity % to
Large Cap (optional) % to
Mid-Cap (optional) % to
Small Cap (optional) % to
Foreign Equity % to
Developed Markets (optional) % to
Developing Markets (optional) % to
You’ll Need:
p
Most recent statements for all
of your investment accounts
p Inflation calculators, available at
www.morningstar.com/
goto/30MinuteSolutions
Bond % to %
Short Term (optional) % to %
Intermediate Term (optional) % to %
Long Term (optional) % to %
Cash % to
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