Creating An Investment Policy Statement - Couverture souple

Boone, Norman M; Lubitz, Linda S

 
9780975344804: Creating An Investment Policy Statement
Couverture souple
ISBN 10 : 0975344803 ISBN 13 : 9780975344804
Editeur : Advisorpress, 2004

Synopsis

What is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor.It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said,"Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the "heat of battle."Since we'd already thought about how things would get done under a variety of circumstances, we no longer found ourselves getting emotional. Planning ahead makes it easier for all of us when the investment markets get turbulent." If you are an investment advisor, financial planner, stock broker, insurance agent, CPA or attorney advising your clients about their money, this innovative book will be a key tool for working with clients.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Éditeur
Advisorpress
Date d'édition
2004
Langue
anglais
ISBN 10 
0975344803
ISBN 13 
9780975344804
Reliure
Broché
Nombre de pages
352
Éditeur
Fpa Press Press
Coordonnées du fabricant
non disponible
Personne responsable
non disponible