Investment Policy Statement (IPS) Drafter

Drafts full IPS documents from client intake data: return objectives, risk tolerance, liquidity needs, time horizon, asset-class constraints, rebalancing policy, manager selection criteria, performance measurement framework. Boilerplate language pulled from firm-approved RAG source; advisor reviews + signs. Audit-defensible structure matching CFA Institute IPS best practices.

Discovered on Internal via @thetalkinghedge