john doe investment policy statement prepared on december 31 200x updated by the purpose of state long term objective for portfolio determine amount risk that is acceptable to meet goals client method used structure options asset allocation criteria selecting particular investments which performance will be monitored cover following topics & return liquidity contraints time horizon legal regulatory issues taxes unique needs miscellaneous items conservative moderate aggressive this add expected example currently has a tolerance willing accept market with goal 7 annualized over 10 years see questionnaire an idea what appropriate would constraints select one below 1 3 short intermediate mr expects retire in 20
