Trading stocks
I. Relevant sections of the Policy Statement (see CFA, Elements of An Investment
Policy Statement for Individual Investors: https://www.cfainstitute.org/-
/media/documents/article/position-paper/investment-policy-statement-individualinvestors.ashx )
1. Scope and Purpose
1. 1a. Define the context: A preamble is often useful to relate information about
the investor and/or the source of wealth as a way of establishing the context in
which an investment program will be implemented.
2. 1b. Define the investor
2. Investment, Return, and Risk Objectives
1. Describe overall investment objective
2. State return, distribution, and risk requirements
3. Determine the risk tolerance of the investor
4. Describe relevant constraints
5. Describe other relevant considerations
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