Writing The Investment Policy Statement

In Episode 2 of the Family Office Sherpa education series, Shaun Parkin goes through the detail that families can include in their investment policy statement (IPS). It's practical and based on real examples.

Some guides for listeners:

• https://partners-cap.com/insights/partners-capital-best-practices-in-institutional-family-office-investment-management/

• https://www.hallroad.com.au/post/roles-within-the-investment-committee-the-critical-friend

• https://www.hallroad.com.au/post/10-family-office-principles-from-the-desk-of-g3-family-office-ceo

Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice. Before acting on any information contained in this Communication, each person should obtain independent taxation, financial and legal advice relating to this information and consider it carefully before making any decision or recommendation. Any views expressed in the Communication are those of the individual speaker only, unless expressly stated to be those of Hall Road Investments, or any of its related entities. Hall Road Investments does not accept liability in connection with the integrity of, or errors in, the Communication, computer virus, data corruption, interference or delay arising from or in respect of the Communication. The Communication remains the property of Hall Road Investments and is not for reproduction.