Question
Develop a detailed Investment Policy Statement (IPS) for a hypothetical client. 1. In your IPS provide a specific and detailed description of your client, their
Develop a detailed Investment Policy Statement (IPS) for a hypothetical client.
1. In your IPS provide a specific and detailed description of your client, their objectives, and constraints they might face.
2. Make sure your IPS considers all of the components required in a IPS and make sure that there is consistency between risk and return, goals and time horizons, etc.
3. Develop an asset allocation plan based on your clients goals and constraints (this is a broad asset allocation between different types of assets, not specific individual assets).
4. Show how you will measure your client's risk tolerance (either find a measurement currently in use or develop your own).
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