Essays on Large Cap

Investment Portfolio Statement

Investment Policy Statement: Executive Summary:

Tax ID: A1258122 Current assets: $10,000,000 Return: 7 % 1-yr Loss Limit: (Worst case scenario): - 10 % Purpose of investment policy statement: The main purpose of this investment policy statement is to provide the client with a clear investment plan that ensures maximum returns. It therefore:

Provides an excellent overview of all investment options available to the client

Ensures that all investment options are in line with the client’s needs, wants, and objectives It provides the required means of communication between the client and all other parties involved in the investment plan It meets all the laid out international, state, and federal laws ...

INVESTMENT PORTFOLIO STATEMENT

Investment Policy Statement: Executive Summary: Type of policy: Individual Retirement Investment Policy Tax ID: A1258122 Current assets: $10,000,000 Return: 7 % 1-yr Loss Limit: (Worst case scenario): - 10 % Purpose of investment policy statement: The main purpose of this Investment Policy Statement (IPS) is to provide the client with a clear investment plan that ensures maximum returns. The IPS plays the role of assisting the client in monitoring, evaluating and supervising his or her investment portfolio. The IPS therefore:

Provides an excellent overview of all investment options available to the client.

Ensures that all investment options are in line with the client’s needs, wants, and objectives. It provides ...