Thirty-page investment policy statements often die unread in email archives. The issue is not length alone—it is structure. Documents that open with philosophy and bury limits on page twenty-two cannot support decisions when markets move quickly.
What we publish to clients
Our IPS template leads with one page: objectives, horizon, liquidity minimum, concentration limits, and rebalancing authority. Appendices hold supporting detail. Committee minutes for family structures record decisions and dissent, not narrative market commentary duplicated from news sites.
Why documentation matters
Clear records help clients hold us accountable and reduce improvised decisions when markets move quickly. From our Chatswood office we treat governance documents as part of the service, not an afterthought.
Practical formatting rules we follow
- Numbers before adjectives.
- Exception log maintained when limits are breached.
- Annual reaffirmation signature or email confirmation archived.
- Cross-links to privacy and complaint handling paths.