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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