Loading...
CFA Level 1
Portfolio Management

Emphasizing Considerations in Investment Policy Statement

Hard Investment Policy And Allocation Investment Policy Statement

As an investment advisor, you are preparing an Investment Policy Statement (IPS) for a high-net-worth individual who is averse to market volatility and prioritizes wealth preservation and steady income. The client has a long-term time horizon of over 10 years and expresses a desire to include some growth-oriented investments in their portfolio.

Which of the following considerations should be least emphasized in the Investment Policy Statement for this client's investment strategy?

Hint

Submitted3.6K
Correct3.2K
% Correct88%