Investment Policy

Investment policy - it is a formal description of an investment philosophy that may be utilized for any given fund, retirement plan or other investments the investor may want. It is also a document that is drafted and states that a portfolio manager and the investor have agreed to the outlined terms and general rules that company may use. This statement provides a general investment goal and or the objectives that the investor has wish to have done in the lines of strategies that the manager should do to meet all the requests asked in the statements. Specific information on the matters such as asset allocation, risk tolerance and other liquidity requirements would also be inclined in the investment policy.