Word Requirements. Investment Policy Statement $($Individual Investor$)$

Students MUST submit an Investment Policy Statement $($IPS$)$ report in a Word file. Set up your target clients $($hypothetical or real$)$ and provide IPS and Portfolio Models $($Excel$).$ Any IPS report format, depending on the target clients, is acceptable if it includes all the components of the four sections in the CFA format $($No page limit$)$:

investment policy statement$\_$individual investors$\_$CFA.pdfDownload investment policy statement$\_$individual investors$\_$CFA.pdf

$1.$ Scope and Purpose $(3$ components $+$ a$)$

$2.$ Governance $(5$ components $+$ a$)$

$-$ including figures, graphs, charts, and tables produced in Excel

$-$ research inputs to justify the assumption developments $($Citation$)$

$3.$ Investment, Return, and Risk Objectives $(5$ components $+$ a$)$

$-$ including figures, graphs, charts, and tables produced in Excel

$-$ research inputs to justify the assumption developments $($Citation$)$

$4.$ Risk Management $(3$ components $+$ a$)$

$-$ including figures, graphs, charts, and tables produced in Excel

$-$ research inputs to justify the assumption developments $($Citation$)$

$5.$ Appendix & Reference

$-$ extra research and working evidence