TITLE

A Review of Difficult Investment Policy Issues

AUTHOR(S)
Boone, Norman M.
PUB. DATE
May 2003
SOURCE
Journal of Financial Planning;May2003, Vol. 16 Issue 5, p56
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
9750709

 

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