Investment Policy

Course Number: ABA

Course Code: ABA

Explains how a basic investment policy statement answers questions about client objectives, return expectations, risk tolerance, time horizon, and portfolio allocation. Explains how investment constraints affect how a portfolio will be constructed and managed, and why they must be identified in the investment policy.

Updated: March 2019
Re-versioned: July 2016
What You’ll Learn
After completing this course, students will be able to:
-Describe investment policies
-Describe common investment constraints

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Prerequisites: None