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A written planning document describing a client’s investment objectives—return requirements and risk tolerance—over a relevant time horizon, along with constraints that apply to the client’s portfolio. The IPS serves as a guide to what is required and acceptable in the investment portfolio.

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The CFA Institute Investment Foundations Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.


1. A written planning document describing a client’s investment objectives—return requirements and risk tolerance—over a relevant time horizon, along with constraints that apply to the client’s portfolio. The IPS serves as a guide to what is required and acceptable in the investment portfolio.





 
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