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Investment Policy Statement - Coggle Diagram
Investment
Policy
Statement
Ability to
take Risk
Number of Questions: 28
Tier 1 Questions
Total Weight: 35%
Number of Questions: 12
High Value Questions
Relative Weight x Question Tier 1: 10%
Number of Questions: 4
Medium Value Questions
Relative Weight x Question Tier 1: 8%
Number of Questions: 6
Low Value Questions
Relative Weight x Question Tier 1: 6%
Number of questions: 2
Tier 2 Questions
Total Weight: 30%
Number of Questions: 3
Equal Value Questions
Relative Weight x Question Tier 2: 33%
Number of Questions: 3
Tier 3 Questions
Total Weight: 20%
Number of Questions: 7
High Value Questions
Relative Weight x Question Tier 3: 17%
Number of Questions: 2
Medium Value Questions
Relative Weight x Question Tier 3: 14%
Number of Questions: 3
Low Value Questions
Relative Weight x Question Tier 3: 12%
Number of Questions: 2
Tier 4 Questions
Total Weight: 15%
Number of Questions: 6
Equal Value Questions
Relative Weight x Question Tier 4: 16.66%
Number of Questions: 6
Willingness to
take Risk
Number of Questions: 24
Rating 1 Questions
Total Weight: 70%
Number of Questions: 9
High Value Questions
Relative Weight x Question Rating 1: 28%
Number of Questions: 2
Medium Value Questions
Relative Weight x Question Rating 1: 6%
Number of Questions: 4
Low Value Questions
Relative Weight x Question Rating 1: 5% + 10%
Number of Questions: 3
Rating 2 Questions
Total Weight: 30%
Number of Questions: 15
Equal Value Questions
Relative Weight x Question Rating 2: 6.66%
Number of Questions: 15
Asset Preferences &
Constraints Details
Number of Questions: 7
Planning Questions
Number of Questions: 9