IMAC Lecture - Client Discovery & Investment Policy Statement
Annika Bradley, CIMA | Lodrino
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 ...