FISV 6056 Johnson & Wales University Investment Policy Statement Discussion

FISV 6056 Johnson & Wales University Investment Policy Statement Discussion

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Business Finance

FISV 6056

Johnson & Wales University





Project Instructions:

Throughout this course, you will participate in a final project, with Part 1 submitted during Week 4 and Part 2 submitted during Week 8. Review the following documents so that you are aware of what you will be preparing for and submitting each week:

  • IPS Project Part 1.docx
  • IPS Project Part 2.docx

Case Studies:

As part of the Final Project, you will be assigned and refer to one of cases listed below:

  • Case #1 Mary and Harry Reser.docx
  • Case #2 Roy Bemmer.docx
  • Case #3 Joe and Pat Ise.docx
  • Case #4 Paul Turvey.docx
  • Case #5 Peggy Brie.docx

For more information about how you will be assessed on this project, refer to the following rubric: FISV6056 Final Project Rubric.docx



Part I Guide to Writing An Investment Policy Statement Step 1. Introduction ● Describe the purpose of the Investment Policy Statement ● Write a brief description of your client. ○ This section should have a review of the client’s balance sheet and investable assets, their current work status, desired retirement date and family information. Step 2. Describe your client’s goals and objectives. ● Goals – Express your client’s goals in qualitative terms, such as, wishing to maintain their current standard of living through retirement, paying for a child’s college education, or to leave something to their children after passing. ● Risk Tolerance – o Complete the Investor Questionnaire on behalf of your client. ▪ You may conduct research to identify a tool of your choice. The link below, provided by Vanguard, is one option to consider. ●

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