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WWW.horizon.portfolio Guide1303 Jackson Avenue Saskatoon, SK phone: 306.374.6655 https://www.horizon.eduPortfolio Supervisor Leanne Bellamy lbellamy@horizon.eduPreparing Competent Christian LeadersTable
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Portfolio guide - horizon is a document that outlines the investment strategy and asset allocation plan for a specific time frame.
Investment managers or financial institutions managing investment portfolios are required to file portfolio guide - horizon.
Portfolio guide - horizon should be filled out by providing detailed information about the investment strategy, asset allocation, risk management approach, and investment goals.
The purpose of portfolio guide - horizon is to provide transparency and accountability regarding the investment decisions and strategies of the portfolio manager.
Information such as investment objectives, asset allocation percentages, risk management procedures, and performance benchmarks must be reported on portfolio guide - horizon.
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