Planit:Investment Management Document Comparison

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
What are the different investment policy documents I can produce for my clients? Which investment policy document is appropriate for my clients?
• 5 options - IPS, Overview, Executive Summary, Asset Allocation Comprarison, Implementation Strategy
• Key differences - education, audience etc.

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Investment Policy Statement

Other Related Topics
Introduction to the Investment Policy Statement Introduction to Investment Management What Kind of Documents Are There?

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

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PlanPlus Planit provides a wealth of choices relative to how your analysis and recommendations are presented to clients. To assist you in understanding the purpose and benefits of each of the most popular documents we have prepared this overview.

Investment Planning
Component Investment Policy Statement Executive Summary IPS Investment Policy Overview Asset Allocation Comparison Document Implementation Strategy
Style Comprehensive Intermediate Basic Strategy Highlights Implementation Only
Length 24 pages 15 pages 4 pages 2 pages 1 page
Analysis of Current Portfolio Yes Yes No Yes No
Recommended Target Portfolio Yes Yes Yes Yes No
Multiple Portfolio View Yes Yes No No Yes
Tactical Implementation (Product Selection) Yes No No Yes Yes
Client Educational Content Significant Minimal None None None
Action Plan Checklist Yes Yes No No No
Future Planning Action Steps (Transition) Yes Yes No No No