Discuss and analyze your own investment management process (IMP) and develop your own investment policy statement (IPS) with regard to wealth creation and retirement planning. Discuss investment objectives and constraints in the development of your IPS. Comprehensively integrate the topics learned throughout the course.
You should cover the material points in tables 22.1, 22.2, and 22.3 on page 690 in the text in Chapter 22. Each point should be focused on the construction of your own strategies for retirement/estate-planning portfolio endeavors. Please review the CFA Institute’s Investment Management Process (Figure 22.1) on page 689 at the beginning of the chapter 22 material.
Table 22.1 addresses the “Components of the Investment Management Process”, to include the topics of planning, execution of the portfolio construction and revisions, and the feedback process.
Table 22.2 addresses the “Components of the Investment Policy Statement (IPS)”. Note that the nine points should be addressed in your presentation. Remember that you are the client. This is an applied future prescriptive exercise assignment
Table 22.3 addresses the “Determination of Portfolio Policies”, to include the objectives and the constraints.
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