| Lexeme: |
investment statement
Very Rare (0.01)
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| Definition: |
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noun. An investment statement, also known as an investment policy statement (IPS), is a formal document that outlines the objectives, guidelines, and constraints for managing an investment portfolio. It serves as a roadmap for investment decision-making and helps ensure that investment strategies align with the goals and risk tolerance of the investor or organization. The statement typically includes information about the investment time horizon, risk and return expectations, asset allocation strategy, investment guidelines and restrictions, benchmarks for performance evaluation, and any specific considerations or preferences of the investor or organization. The purpose of an investment statement is to provide clarity and direction to the investment manager or advisor and establish a framework for monitoring and assessing the performance of the portfolio. GPT3.5
Word Forms:
- noun.
investment statement (singular),
investment statements (plural)
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