Bridge over ocean
1 May 2010 Position Paper

Elements of an Investment Policy Statement for Individual Investors

  1. CFA Institute

Elements of Investment Policy Statements for Individual Investors suggests comprehensive issues that should be accounted for in a client Investment Policy Statement. Consideration is given to investment objectives, performance requirements, risk management, and governance.
Elements of an Investment Policy Statement for Individual Investors View the full article (PDF)
Publisher Information
CFA Institute doi.org/10.2469/ccb.v2010.n12.1

We're using cookies, but you can turn them off in Privacy Settings. Otherwise, you are agreeing to our use of cookies. Learn more in our Privacy Policy.