Asset Management: Education. Investment Policy Statements. Objectives. A. Understand Investment Policy Statements B. Understand the GFA Investment Policy Statement and its Importance. B. Understand Investment Policy Statements. What is an Investment Policy Statement (IPS)?
Investment Policy Statements
A. Understand Investment Policy Statements
B. Understand the GFA Investment Policy Statement and its Importance
1. Represent your client, your client’s risk tolerance, and your client’s constraints
2. Articulate what you can and cannot invest in, how you will invest, and any investment guidelines to help you invest wisely
3. Stay away from making rash or poor investment choices which could have a major impact on your ability to manage assets in the future
I. Risk and Return Objectives
II. Investment Guidelines and Constraints
A. What are Your Investment Guidelines?
B. What are your Investment Constraints?
III. Investment Policy