Course 108: Creating Your Investment Policy Statement
Investment Objectives
In this course
1 Introduction
2 Executive Summary
3 Investment Objectives
4 Investment Philosophy
5 Investment Selection Criteria
6 Monitoring Procedures
7 Revisiting Your IPS

The Investment Objectives portion of your Investment Policy Statement details what you're trying to achieve with this portfolio and in what time frame.

Answer the following questions:

  • What is my financial goal?
  • How long will I be funding this goal?
  • How much will this goal cost every year?
To help you answer these questions, review Portfolios 102: Determining Your Goals and What They'll Cost.

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