Investment Policy

$135.00

SKU: 10234 Category: Tag:

Description

Explains the role of the investment policy statement (IPS) in the investment management processthe 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
  • Additional information

    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.

    Credits

    0.75 CRSP, CSOP, CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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