A Review of Difficult Investment Policy Issues

Boone, Norman M.
May 2003
Journal of Financial Planning;May2003, Vol. 16 Issue 5, p56
Academic Journal
Looks at the many challenging issues the financial advisor needs to address in developing an investment policy statement (IPS) for a client. Four basic purpose of IPS; Components of an IPS; Nine steps of a proper investment process; Client cash flow needs; Analysis of investors' time horizon and risk tolerance; Portfolio optimization; Outside investment accounts.


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