IPS Project outline Spring 2021 FINA 4137 IPS Project Overall Investment Philosophy: Briefly describe your approach to investing. It should generally answer what kind of risk you're willing to take and what kind of investments you plan to use. Investment Goals: List your investing goals including such details as the amount, future date to fund the goal, etc. Asset Allocation: This section is where you need to get very specific on your asset allocation. This should easily show readers of your IPS what your planned split is between stocks and bonds. You could also list the specific funds you plan to own here, or some people opt to do a separate section that lists the actual funds and positions. Investment Strategies, hedging and other derivatives: List the tools you plan to use (if and when needed) and how each will enhance your investment results as well as protect against different types of risk at different times during the investment cycle Funds and Accounts Identify the various accounts you own such as IRAs, 401(k)s, 529 accounts and regular brokerage accounts. Getting detailed here can be very helpful. List the funds you plan to invest in and discuss which funds will house these funds Other Information: Having a catch-all place for more information can be very useful as you can detail things like how regularly you will contribute money to your investments, how often you plan to rebalance and also any other investing rules you are setting up for yourself. Due date is Tuesday, May 11, 2021, 11:59 PM IPS Project outline Spring 2021 FINA 4137 IPS Project Overall Investment Philosophy: Briefly describe your approach to investing. It should generally answer what kind of risk you're willing to take and what kind of investments you plan to use. Investment Goals: List your investing goals including such details as the amount, future date to fund the goal, etc. Asset Allocation: This section is where you need to get very specific on your asset allocation. This should easily show readers of your IPS what your planned split is between stocks and bonds. You could also list the specific funds you plan to own here, or some people opt to do a separate section that lists the actual funds and positions. Investment Strategies, hedging and other derivatives: List the tools you plan to use (if and when needed) and how each will enhance your investment results as well as protect against different types of risk at different times during the investment cycle Funds and Accounts Identify the various accounts you own such as IRAs, 401(k)s, 529 accounts and regular brokerage accounts. Getting detailed here can be very helpful. List the funds you plan to invest in and discuss which funds will house these funds Other Information: Having a catch-all place for more information can be very useful as you can detail things like how regularly you will contribute money to your investments, how often you plan to rebalance and also any other investing rules you are setting up for yourself. Due date is Tuesday, May 11, 2021, 11:59 PM
