Help
Course Catalog > Portfolios > 100
Portfolios 108: Creating Your Investment Policy Statement

Test your knowledge

Choose wisely. There is only one correct answer to each question.

0%
Keep studying!
Review your answers below to learn more.
1.
The Monitoring Procedures portion of your investment policy statement details _______.
Choose wisely. There is only one correct answer.
How you will keep tabs on your investments. This the section in which you keep your document accurate and current.
2.
The investment objectives portion of your investment policy statement covers _______.
Choose wisely. There is only one correct answer.
What you're trying to achieve with your portfolio and in what time frame. It's all about goals.
3.
As regards your investment policy statement, investment selection criteria tend to be _______.
Choose wisely. There is only one correct answer.
Quantitative. These criteria are a means of quantifying your investment philosophy.
4.
Which of the following is a question to answer for the investment philosophy section of your investment policy statement?
Choose wisely. There is only one correct answer.
What's my philosophy about risk? Investment philosophy questions tell you what is important to you as an investor.
5.
Which of the following is a question to answer while creating the executive summary of your investment policy statement?
Choose wisely. There is only one correct answer.
How many years will I be investing? This question must be answered in the executive summary.