FINC Investments - Investment Policy Statement

WEEK 1

Portfolio Management Project

· Review the Portfolio Management Project assignment. As a professional financial advisor, it is your job to create and manage a long-term portfolio for a client. The client wants a diversified portfolio with $100,000 invested in each of the following types of securities: stocks, bonds, options, and futures.

· Develop an investment policy statement to guide the portfolio construction and asset management.

· Investment Policy Statement-

You developed (this week) an investment policy statement for the portfolio of investments that you will manage during this class. Present the investment policy statement to the class and discuss the thinking and other considerations that you used in its development. Make sure that you adequately review and explain the quantitative goals and indicators that you have developed for risk and return objectives.