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- What should an investment policy statement include?
- What are the four steps of investment policy statement?
- What are the two parts to the investment policy statement?
What should an investment policy statement include?
An investment policy statement describes a client's financial goals and investment objectives, while documenting the roles and responsibilities of all parties involved in managing portfolios, including the client's outsourced chief investment office (OCIO), board members, investment committee, investment managers and ...
What are the four steps of investment policy statement?
The components of an investment policy statement are scope and purpose, governance, investment, return and risk objectives, and risk management.
What are the two parts to the investment policy statement?
The first section of the statement includes the client's broad investing goals and objectives. The next component discusses the path that the advisor, in collaboration with the client, follows to reach a set of goals. The details include topics such as asset allocation, risk tolerance, and financial goals.
