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Portfolios 108: Creating Your Investment Policy Statement

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1.
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.
2.
What does the executive summary portion of the investment policy statement do?
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It summarizes your current situation and what you expect from your portfolio. In other words, it's a snapshot.
3.
When buying or selling securities, _______.
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Your actions should reflect your investment philosophy. Any buying or selling should mesh with your investment philosophy. Focus on that rather than short-term performance or hunches about what the market is going to do next.
4.
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.
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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