Policy statements are a set of expectations put in place to manage employee behavior. Objectives can range from ensuring the business complies with legal rules and regulations to creating a safe work ...

Fee policy statements are in the early stages, but they can help plan sponsors manage fees and help an adviser show he’s ahead of the curve. “We include a fee policy statement with all the plans we ...

Proposed statements traditionally respond to requests from policymakers, ACS members, or ACS governance. While ACS committees normally take the lead in developing statements, a statement also may be ...

Susan Dziubinski: Hi, I'm Susan Dziubinski from Morningstar. We're almost halfway through a very volatile year, and Morningstar's Christine Benz thinks it's a good time to make sure that you have a ...

Note: A version of this article originally published in June 2017. If you start reasonably early, set aside adequate savings, and invest in a semi-sane manner, it's hard to go terribly off track with ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

The FTC has long used policy statements, public workshops, reports, and warning letters to influence the marketplace and communicate its thinking about key issues and aspects of its mission. Examples ...

AS THE WORLD'S LARGEST scientific society—with more than 160,000 members in industry, academia, and government—the American Chemical Society has a lot of clout. And one way its members assert their ...

The American Chemical Society has issued its annual slate of official policy statements, which differ only slightly from those released over the past four years. Most notably, the society has refined ...

In prior posts, I have discussed the importance of having up-to-date investment policy statements. Not only are they a good proof of diligence on the part of fiduciaries (assuming they are followed) ...

This Investment Policy Statement is intended to summarize the underlying philosophy and processes for the selection, monitoring, and evaluation of investment options offered under the Boston College ...