百度试题 题目10-3 investment policy statement A.投资策略 B.投资策略说明书 C.投资合同相关知识点: 试题来源: 解析 B investment policy statement:“投资策略说明书”。是一份用于指导投资过程的策略书反馈 收藏
An investment policy statement provides guidance to portfolio managers when making portfolio decisions. Asset allocation decisions, client risk tolerance,leverage, liquidity requirements, and foreign security investment restraints are some examples of issues that are addressed in an IPS. A well-constructed...
Summary This chapter discusses the function of investment policy statements. The investment policy statement provides guidelines to assist managers in achieving the investment goals and objectives of the portfolio. The document specifies the return objective as well as the risk level to be assumed. It...
【考试科目】CFA一级:Portfolio Management 【考频分析】考频:★ 【复习程度】理解掌握本考点。 【高频考点】InvestmentPolicyStatement InvestmentPolicyStatement(简称IPS,即投资政策声明)是一个类似于协议性质的正式文件,主要目的是规范投资经理的投资行为,保护投资人的权益。投资政策说明书的主要内容包括界定客户的投资目...
INVESTMENT POLICY STATEMENT INTRODUCTION This document provides the framework for the management of LACERA's assets (the Plan). The purpose of the Investment Policy is to assist the Board of Investments and Staff in effectively supervising and monitoring the LACERA assets. Specifically, it addre...
Policy Performance Objectives Monitoring of Money Managers EXECUTIVE SUMMARY Investment Policy Statement ___ Type of Fund: Endowment Planning Time Horizon: Greater than 5 years Investment Return/ The current spending policy of the xxxxx is Spending Policy: 4.25% rolling average of the previous 16 quar...
中文投资政策声明 英语 翻译Investment Policy Statement IPS缩写是投资政策声明的意思,IPS全写Investment Policy Statement。 IPS缩写可能还有其它意思,请根据自身行业、属性核对选择IPS正确的英文缩写及全写。 参考资料: 1.百度翻译:投资政策声明 2.有道翻译:投资政策声明...
内容提示: Investment Policy Statement Prepared on: May 23, 201 1 Prepared for: Sample Individual Client - MR 452 Shady Ave. Pittsburgh PA 1 5222 文档格式:PDF | 页数:8 | 浏览次数:41 | 上传日期:2015-05-01 13:00:38 | 文档星级:
Preparing to Create the Statement Kevin Swanson, CEO of Potentia Wealth, also sees the investment policy statement as an opportunity toplan a legacy for generations, explaining how the family came into wealth and how to shepherd it. That goes beyond simple financial planning, he adds. ...
Although ERISA doesn’t specifically require that a retirement plan committee adopt an IPS, the Department of Labor (DOL) has said the adoption of an IPS is “consistent with the fiduciary obligations set forth in ERISA”. As such, the investment policy statement best practices should always be...