Investment Policy Guidelines & Strategies Within the Context of the 1992 Restatement of the Prudent Investor Rule
- Topics:
- Investment and Capital Markets
- Tags:
- Asset,
- Asset Management,
- Business Operations,
- Investor,
- Management,
- Operational Planning,
- Strategy,
- TAM Asset Management
- Source:
- TAM Asset Management
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Overview: The purpose of this paper is to summarize TAM's investment policy guidelines and strategies for the management of client assets. The basic goals are to provide the clients with a basic foundation on which to build the most appropriate investment strategy and to assist them in developing the confidence to stay with the strategy through all market conditions. Specifically, the paper focuses on the policies regarding: portfolio diversification, Long-term risk and return objectives, Investment related costs and Inflation protection & growth of assets.
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Format: PDF | Size: 146KB | Date: Dec 2002 | Pages: 12



