IPS Governance Log

Decisions

Every material Ardenvale action — each tied to the IPS section that authorized it. The audit trail the next generation inherits.

All Buy Sell Rebalance Manager Hire Manager Fire IPS Amendment Allocation Change Distribution Reporting 2026 2025 Pending Follow-Up
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Decisions YTD
10
decisions in 2026
IPS Amendment 4
Buy 2
Manager Hire 2
Allocation Change 1
Reporting 1
IPS Sections
§1 Purpose & Framework
§2 Objectives & Constraints
§3 Asset Allocation & Rebalance Rules
§4 Investment Selection & Execution
§5 Liquidity & Distribution Policy
§6 Manager Selection Criteria
§7 Risk Management & Monitoring
§8 ESG & Values Alignment
§9 Governance & Decisions Log
Quick Links
→ Rebalance Engine → Diligence Memos → Watchlist → Allocation → Monthly Briefing