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Writing an investment policy statement (IPS) v1.0.0

Use this resource to write a written investment policy

New

  • 518 downloads
  • 195 likes
  • 193 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install investment-policy-statement

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sets the return and risk objectives, the constraints and the rebalancing policy, then drafts the investment policy statement. It includes manager selection criteria and a review schedule. You get a document ready to review.

Mostly picked by

Updated November 2, 2026

Card for the “Writing an investment policy statement (IPS)” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: return objectives, risk tolerance and constraints
  • SKILL.md: allocation, rebalancing, benchmarks and manager selection

Good fit for

  • You want to formalise a client's strategy
  • You manage an endowment and need a spending rate

Not for

    Tags

    • investment policy
    • IPS
    • allocation
    • rebalancing
    • risk

    About

    You say

    “Draft the investment policy for a foundation that pays out 4% a year.”

    Card for the “Writing an investment policy statement (IPS)” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to write a written investment policy
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md9.8 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/wealth-management/skills/investment-policy
    Licence
    MIT

    Notice

    « investment-policy » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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