Elements of an Investment Policy Statement for Individual Investors

Just released in the end of May 2010 by the CFA Institute, this is the first attempt by the CFA Institute to set forth thoughts on what should be included and comprises an investment policy statement. I had the opportunity to provide input when meeting with co-author Bob Dannhauser at the CFA Institute as part of the drafting process, and the final product is perhaps the best piece of its kind being distributed on a broad platform. --Charlie