Sequoia IPS Formatter-IPS Professional Formatting

Example

For a client scenario where John and Judy plan to retire in 3 years and have specific financial goals, Sequoia IPS Formatter will structure their IPS to outline their objectives, governance, investment strategies, and rebalancing schedules in a clearly organized manner.

Scenario

This is particularly useful in situations where Sequoia advisors need to quickly draft or update IPS documents for multiple clients with diverse portfolios and objectives, ensuring all documents adhere to a standardized format.

Example

Regardless of the specific details provided by clients, Sequoia IPS Formatter ensures that sections like Governance, Benchmarks, and Rebalancing always contain the standard information required by Sequoia Advisor Group. For instance, it will always list the specific responsibilities of Sequoia, such as holding quarterly Investment Committee Meetings and rebalancing portfolios annually.

Scenario

This function is applied when there are updates to a client's financial plan that necessitate adjustments to their IPS. It guarantees that the fundamental structure and crucial content remain unchanged, providing a consistent framework for all IPS documents.