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Articles
Kevin Taylor

Critical questions that investors should discuss

What is the investment objective, and what is the time horizon for achieving it? What is the risk tolerance of the trust or family office? What is the desired return, and what is the asset allocation required to achieve it?

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February 18, 2021 No Comments
Articles
Kevin Taylor

What to include in an Investment Policy Statement?

Investment objectives: The first step in drafting an IPS is to define the investment objectives clearly. This includes the risk and return objectives, which will guide the investment decisions. The IPS should also state the investment horizon, which determines the

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February 2, 2021 No Comments

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