Investment Policy


Investment Policy explains how a basic investment policy statement answers questions about client objectives, return expectations, risk tolerance, time horizon, and portfolio allocation. This course demonstrates how investment policies help define and set appropriate client expectations. This course explains how investment constraints affect how a portfolio will be constructed and managed, and why they must be identified in the investment policy.    


Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.


Learning Objectives: After completing this course, students will be able to:

  • Describe investment policies
  • Describe common investment constraints