Investment Policy

$135.00

  • Total

SKU: 10234 Category: Tag:

Description

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

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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