Publishing my Investment Policy StatementPosted: 2015-06-04
One of the triggers for me creating this blog was an excellent post by LivingAFI about Investment Policy Statements.
For some years now, I have had various unwritten investment approaches that has been slowly evolving in my mind as I have learnt more about investing. But the idea of setting these approaches down in writing as one Investment Policy Statement appeals to me. The next thing I thought is that I would like some input and help with it. At which point I realised that the best source of input and help is the FI community that I have been avidly reading for ages. So, dear readers, please help me critique my IPS – it’s here.
I’m going to set out my thinking behind each section of the IPS in a succession of blog posts.