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...