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Franklin potential diversified income portfolio Franklin Potential Portfolios INVESTMENT POLICY STATEMENT PREPARED EXCLUSIVELY FOR: INTRODUCTION This document provides you with a comprehensive description
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How to fill out an investment policy statement:

01
Start by gathering all relevant financial information to assess your current investment needs and goals. This includes assessing your risk tolerance, time horizon, and investment objectives.
02
Determine your investment objectives. Are you looking for long-term growth, income generation, capital preservation, or a combination of these goals? Be clear about what you hope to achieve with your investments.
03
Consider your risk tolerance. Understand your comfort level with fluctuations in the markets and determine how much risk you are willing to take to achieve your investment objectives.
04
Define your investment strategy. This involves deciding on the asset classes you want to invest in, such as stocks, bonds, real estate, or alternative investments, and determining the allocation of your funds among these asset classes.
05
Establish guidelines for your investment decisions. This may include setting criteria for selecting individual securities, such as their financial strength, growth prospects, and valuation metrics.
06
Determine your rebalancing strategy. Decide how often and under what circumstances you will review your investments and make adjustments to maintain your desired asset allocation.
07
Include a section on monitoring and evaluation. Establish how you will track the performance of your investments and what benchmarks you will use to assess their success.

Who needs an investment policy statement:

01
Individual investors: Anyone who is looking to invest their personal assets can benefit from having an investment policy statement. It provides a clear roadmap for making investment decisions and helps in aligning investments with personal financial goals.
02
Institutional investors: Organizations such as pension funds, endowments, and foundations often have investment policy statements to guide their investment decisions. This ensures that investments are aligned with the organization's mission and objectives.
03
Financial advisors: Investment policy statements are also valuable for financial advisors who manage client portfolios. It helps to establish clear guidelines and expectations for both the advisor and the client, ensuring a transparent and systematic approach to investment management.
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An investment policy statement is a document outlining an individual or organization's investment goals and objectives, risk tolerance, time horizon, and desired asset allocation.
Institutional investors such as pension funds or endowments are typically required to file an investment policy statement.
To fill out an investment policy statement, one must first gather information on their investment goals, risk tolerance, time horizon, and desired asset allocation. This information is then used to create a formal document.
The purpose of an investment policy statement is to provide a roadmap for investment decisions, ensure alignment with investment goals, and provide accountability.
An investment policy statement typically includes information on investment objectives, risk tolerance, asset allocation, and any constraints or guidelines.
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