IMAC Lecture - Client Discovery & Investment Policy Statement
Chris Douglas | MyFiduciary
About this Lecture
This lecture instructs IMAC candidates on the the fundamentals of client discovery and formulating an Investment Policy Statement in the investment consulting context including:
- The Portfolio Construction Cycle
- the key components of an Investment Policy Statement and factors that impact it;
- issues in developing and critiquing an appropriate investment objective;
- how information uncovered during the client discovery process can influence the portfolio construction process.
About the Lecturer
Chris Douglas, CIMA©, is Principal with investment consulting firm, MyF...