Investment Policy

Course Number: ABA

Course Code: ABA

Explains the role of the investment policy statement (IPS) in the investment management process—the IPS 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.

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