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INVESTMENT POLICY STATEMENT December 22, 2017PREPARED BY: Resilient Asset Management 516 Tennessee St., Suite 413 Memphis, TN 38103(888) 7100819 chris@resilientam.comInvestment Policy StatementInvestment

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How to fill out investment policy statement

01

Identify the purpose of the investment policy statement.

02

Define the roles and responsibilities of those involved in managing investments.

03

Set investment objectives and constraints.

04

Establish guidelines for asset allocation.

05

Define the evaluation process for investment performance.

Who needs investment policy statement?

01

Individual investors who want a structured approach to managing their investments.

02

Financial advisers who want to document their investment strategy for clients.

03

Institutional investors such as pension funds and endowments that require a formal investment policy.

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What is investment policy statement?

An investment policy statement is a document that outlines an investor's goals and objectives, risk tolerance, investment time horizon, and strategies for achieving those goals.

Who is required to file investment policy statement?

Investment advisors, financial planners, and institutional investors are required to file an investment policy statement.

How to fill out investment policy statement?

To fill out an investment policy statement, one must gather information on their financial goals, risk tolerance, investment time horizon, and strategies for achieving those goals.

What is the purpose of investment policy statement?

The purpose of an investment policy statement is to provide a roadmap for making investment decisions that align with an investor's goals and objectives.

What information must be reported on investment policy statement?

Information such as financial goals, risk tolerance, investment time horizon, and investment strategies must be reported on an investment policy statement.

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