An Investment Policy Statement (IPS) is a document that gives clear direction to your investment strategy. Inside, you will set clear objectives and criteria for investing which will inform your choices moving forward. Every United Church organization should develop its own policy statement to ensure that it is managing its long-term funds efficiently, effectively, and with the core values of the organization and denomination in mind.

An IPS doesn’t need to be very long to adequately convey the needs, requirements and desires of your organization. Sometimes one page is enough to describe how your congregation will manage its investment process.