What is an investment policy statement

Reference no: EM133377114

Question: Discuss the impact inflation is likely to have on the value of a portfolio and ways to hedge against inflation.

What is an Investment Policy Statement? After defining the client's investment goals and outcomes expected, explain the Asset Allocation process and how this is likely to impact the value of the client's wealth through time?

Discuss the possible methods to establish a person's risk profile, including an important distinction. Describe possible methods used by the industry to identify a person's attitude to risk, highlighting potential problems.

How would you explain the trade-off between the risk profile and inflation if asked by the client?

Reference no: EM133377114

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