Key Objectives in Investment Policy Statement for Ethical Investing

Easy Private Wealth Management Investment Policy Statement

David is a 38-year-old real estate developer who recently engaged a financial advisor to create an Investment Policy Statement (IPS) for his investment portfolio. He has a strong interest in sustainable and socially responsible investments. As they discuss his risk tolerance, time horizon, and investment goals, David emphasizes that he wants to balance growth with ethical considerations in his investment choices.

Which of the following statements best reflects a key objective that should be included in David's IPS?

Maximize returns by investing exclusively in high-risk, high-reward assets.

Achieve a balance between financial growth and investments that align with ethical and sustainable practices.

Minimize volatility at all costs, focusing only on bonds and fixed-income securities.

Hint

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