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1.Conduct a critical analysis of five of the most important consideration that a Wealth Manager and...

1.Conduct a critical analysis of five of the most important consideration that a Wealth Manager and his client must contemplate in designing an Investment Policy Statement? Support your views with the use of three scholarly sources.

2.Examine the relationship between a Product Selection, Assets Allocation and Life Cycle Investment and Financial Planning. Support your views with the use of three scholarly sources.

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Answer #1

1.Considerations while preparing an IPS :

TIME HORIZON : time period between making an investment decision and requiring funds to meet objectives.

LIQUIDITY NEEDS: Ability to convert an asset into cash quickly and at low cost close to its fair market value.

TAXES: Considering the after tax returns.

LEGAL AND REGULATORY FACTORS: considering the legal framework for investments.

UNIQUE NEEDS AND PREFERENCES: Special considerations such as personal preferences etc.

2. Product selection refers to deciding between the various asset classes: debt,equity,alternatives,commodities etc. Life cycle investing develops a strategy to better spread risk over the working life.The financial, economic and political conditions while forecasting trends and developing a strategy to meet investors long term goals. The asset allocation that would help investor achieve his long term goal is called Strategic Asset Allocation.

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