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Portfolios 108: Creating Your Investment Policy Statement

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1.
As regards your investment policy statement, investment selection criteria tend to be _______.
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Quantitative. These criteria are a means of quantifying your investment philosophy.
2.
Which of the following is a question to answer for the investment philosophy section of your investment policy statement?
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What's my philosophy about risk? Investment philosophy questions tell you what is important to you as an investor.
3.
The investment objectives portion of your investment policy statement covers what you're trying to achieve with your portfolio.
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True. It's all about goals.
4.
Which of the following is a question to answer while creating the executive summary of your investment policy statement?
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How many years will I be investing? This question must be answered in the executive summary.
5.
The Monitoring Procedures portion of your investment policy statement details _______.
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How you will keep tabs on your investments. This the section in which you keep your document accurate and current.