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Choose yourself or someone you know well. Create a simple Investment Policy Statement (IPS). Identify the person, e.g., Me, My parents, My friend. You don't
Choose yourself or someone you know well. Create a simple Investment Policy Statement (IPS). Identify the person, e.g., "Me", "My parents", "My friend." You don't need to name the person. Briefly discuss the big 3 items, namely the person's investment objective, risk tolerance, and constraints.
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