Investment Policy Statement Development

Create your IPS framework

At Amalgamated Investment Services we provide consulting services related to Investment Policy Statements (IPS) for non-profits, foundations, unions, private and public organizations. We have expertise integrating the mission and values of our clients into their IPS, while remaining compliant with fiduciary requirements and working closely with our clients to build internal consensus in critical areas such as financial goals, risk, and impact targets.

Our dedicated team can:

Ensure best practices are employed to help you fulfill your legal responsibilities

Assist in developing a prudent approach to investing by defining the organizations long and short-term objectives, and identifying risk tolerance

Create an IPS framework to establish processes and procedures, including delineating the roles of stakeholders

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