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Portfolios 108: Creating Your Investment Policy Statement

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1.
The investment philosophy section of your investment policy statement tells you _______.
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What is important to you as an investor. This section tends to be subjective.
2.
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.
3.
The investment objectives portion of your investment policy statement covers _______.
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What you're trying to achieve with your portfolio and in what time frame. It's all about goals.
4.
Which of the following items would be part of the investment selection criteria of your investment policy statement?
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Minimum tax-efficiency ratio. The investment selection criteria are quantitative in nature.
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.
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