Case study of investment strategies and philosophy

February 27, 2023February 27, 2023 Discipline: Finance
Learning Goal: I’m working on a finance project and need the explanation and answer to help me learn.

Create a personal Investor Policy Statement with the goal of financing your retirement savings and explain/defend why the selected asset allocation is appropriate. It is important to consider items such as: amount invested each year, time horizon, age at retirement, life expectancy, inflation expectations, total amount saved for retirement, and annual income required/desired adjusted for inflation.

The IPS must include the following:

  • Investment Objectives (including expected annual percentage return)
  • Risk Tolerance (must document both your ability and willingness to take risk, as

    • well as the various risk tolerance questionnaires completed)

  • Investment Constraints
  • Time Horizon
  • Tax Considerations
  • Plan to build a fully funded emergency fund to mitigate the risk of needing to sell

    • assets before retirement

  • Target Asset Allocation
  • Investment Selection Criteria
  • Rebalancing Process
  • Investment Monitoring ProcessExplain and defend why your asset allocation matches your risk tolerance and return objectives

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