1. What is an Investment Policy Statement? Why is it important? 2. In assisting an investor...
1. What is an Investment Policy Statement? Why is it important?
2. In assisting an investor in the policy statement process, an advisor should ensure that the policy statement satisfactorily answers several questions. Develop at least five (5) questions.
3. Compare and Discuss Local and Regional Vs International Financial Products and Services.
Homework Answers
1. Investment policy statement describes the objective that is to be achieved through the investment. It is important since this is the statement that the potential investors read before making a decision on whether to invest or not.
2. The Five questions are:
a. Does the strategy employed meet the objectives?
b. Is there any change in strategy that needs to be employed in order to be on track to meet the objective?
c. Is there a periodical review required?
d. Do we take up customer suggestions regarding the investment policy?
e. Do we give the investments performance over regular intervals for investors to evaluate?
3. Regional/Local financial products invest in the domestic counties equity and debt markets. They do have any international presence. On the other hand international financial products invest in several overseas markets and hence these are subject to exchange rate risk.
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i need help in writing a 3pages investment policy statement for Bill and Joyce Owens, it...
i need help in writing a 3pages investment policy statement
for Bill and Joyce Owens, it need to include the client profile,
recommended investment strategy, Present an allocation that is
consistent with the strategy it has to match with the profile,
Expecations (which have to get the same return for each of my asset
classes), Syntax (has to sound like an investment policy
statement)
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i need help in writing a 3pages investment policy statement
for Bill and Joyce Owens, it need to include the client profile,
recommended investment strategy, Present an allocation that is
consistent with the strategy it has to match with the profile,
Expecations (which have to get the same return for each of my asset
classes), Syntax (has to sound like an investment policy
statement)
Client Profile Information: Name: Bill and Joyce Owens Address: 123 Any Street, Heartland, ME Client Story...
1)
What are the main purpose for preparing the income statement and
balance sheet?
2)
What is net income? Why is net income so important to the company
manager?
3) Why
are the company’s shareholders always concerned about the net
income?
4)
Analyze the changes of both the projected sales and net income of
2019as compared to that of 2018 actual sales and net income. Should
Mr. John Chan be worried about the projected financial
situation?
5)
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