Investment Planning

The most important step in any investor’s journey is the creation of a roadmap, which asks “how exactly will we get where we want to go?” In financial terms, this is the creation of an Investment Policy Statement (“IPS”).

The IPS will help you create an appropriate set of objectives and goals for your entire portfolio, guide asset allocation and support early-stage portfolio construction.

The IPS includes all the important personal considerations and defines the parameters for selecting investments. It becomes the constitution that governs virtually all investment decisions.

Some elements of an IPS include:

  • Return Requirements
  • Risk Types & Tolerance
  • Cash Flow Requirements
  • Liquidity Constraints
  • Drawdown Constraints
  • Roles and Responsibilities
  • Benchmarks
  • Rebalancing

Learn more about our investment policy statement process by downloading the below IPS summary sheet.

Download Summary

Learn more about what sets us apart from other investment and wealth management firms in Toronto.

The offering, sale, and/or distribution of the products or services described on this website are not intended for any U.S. Person. If you intend to obtain any product or service from Prime Quadrant that is described on this website, you must first inform Prime Quadrant whether you are a U.S. Person. This website and its contents do not constitute an offer or invitation to purchase or subscribe for any securities or a solicitation of any offer to sell any securities to U.S. Persons. “U.S. Persons” are generally defined as natural persons, residing in the United States or entities organized or incorporated under the laws of the United States. U.S. citizens living abroad may also be deemed “U.S. Persons”.

Copyright © 2018 Prime Quadrant. All rights reserved.