Investment Policy


Explains how a basic investment policy statement answers questions about client objectives, return expectations, risk tolerance, time horizon, and portfolio allocation. Explains how investment constraints affect how a portfolio will be constructed and managed, and why they must be identified in the investment policy.

Updated: January 2018
Re-versioned: July 2016

What You'll Learn

After completing this course, students will be able to:
  • Describe investment policies
  • Describe common investment constraints

​Audience​​​

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Course Credits

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​Questions? Please contact training@aba.com for more information.
 

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To license this course to your bank for multiple learners, please contact ABA Training.​

 

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