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?: A financial planner has recently developed an investment policy statement (IPS) for an individual investor, Ryan Steyn. Indicate if the following are objectives or
?: A financial planner has recently developed an investment policy statement (IPS) for an individual investor, Ryan Steyn. Indicate if the following are objectives or constraints in Ryans IPS. 1- Ryan wants to invest in shares with an ESG focus. 2- Ryan has no liquidity requirement. 3- Ryan wants to include foreign listed shares in his portfolio. 4- Ryan is in a very low taxation bracket. The choice for each point is either: 1- Objective. 2- Constraint..
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