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Elements of an Investment Policy Statement for Individual Investors

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Abstract

Elements of Investment Policy Statements for Individual Investors suggests comprehensive issues that should be accounted for in a client Investment Policy Statement. Consideration is given to investment objectives, performance requirements, risk management, and governance.

About the Author(s)

CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. CFA Institute works with academic institutions with the University Affiliation Program. Academic institutions that embed a significant portion of the CFA Program Candidate Body of Knowledge (CBOK)—including the Code of Ethics and Standards of Professional Conduct—into their curriculum may be eligible to participate in the University Affiliation Program.
An Affiliated University signals to their students and to employers that their curriculum is closely tied to the practice of investment management and is helpful to students preparing for the CFA® Program exams.