|
Your investment policy statement (IPS) codifies the conclusions from your portfolio modeling analysis. This comprehensive document sets forth how we will implement and manage your portfolio and delineates your goals and investment strategy.
Implementation
Implementation takes your IPS one step further by clearly defining the specific investments to be included in your portfolio and proposing how and when they should be incorporated. Your IPS serves as the guide for the ongoing management of your portfolio, ensuring a common understanding of your strategy and a consistent and focused execution of your plan. Our LincSolutionsSM platform features a research driven Managed Accounts Program that offers implementation, manager search and selection capabilities.
 * Available through our asset management programs.
|
