About this Lecture

This lecture instructs IMAC candidates on the fundamentals of client discovery and formulating an Investment Policy Statement in the investment consulting context including:

• the client discovery process;
• the key components of an Investment Policy Statement and factors that impact it;
• developing and critiquing an appropriate investment objective;
• the componants of the portfolio construction process;
• developing and critiquing an Investment Policy Statement; and,
• how information uncovered during the client discovery process can influence the portfolio construction ...