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Paul Ship ton CIM Portfolio Manager HollisWealth Omar Doric BBA CIM DMS FMA Portfolio Manager HollisWealth INVESTMENT POLICY STATEMENT DISCRETIONARY PORTFOLIO MANAGEMENT Investment Policy Statement

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What is investment policy statement?

An investment policy statement is a document that outlines the guidelines and objectives for managing an individual's or organization's investments.

Who is required to file investment policy statement?

Institutional investors, such as pension funds and endowments, are typically required to file an investment policy statement.

How to fill out investment policy statement?

To fill out an investment policy statement, one must outline their investment goals, risk tolerance, time horizon, and asset allocation strategy.

What is the purpose of investment policy statement?

The purpose of an investment policy statement is to provide a roadmap for managing investments in a way that aligns with the investor's goals and objectives.

What information must be reported on investment policy statement?

An investment policy statement typically includes information on investment objectives, risk tolerance, asset allocation strategy, and performance benchmarks.

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