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Investment Policy Statements
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The ICLUBcentral Club Operations webinar of July 21 covered Investment Policy Statements (IPS). Such statements can help a club in their selection of companies for their portfolio. An IPS can also help prospective members get insight into a club they are considering joining and help the club find members who are compatible with the club’s investment philosophy. A recording of the webinar is now available on the ICLUB YouTube channel. A version of the webinar with the PDF of the handout is posted on Screencast. Below are direct links to the two versions. Check it out to see if an IPS may be helpful to your club. For that matter, a written personal IPS may be helpful to your personal investing. I found it to be quite informative and I am planning to bring the issue to my club at the next meeting. YouTube without handoutScreencast with handout (Click on the Details tab and look for the attachment for the handout.) There is also a link on the Stockcentral Home page in the Recent Blog Post section. Russell Malley
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Investment Policy Statements
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