Create an investment policy statement. Then, devise your strategic asset allocation based on your risk tolerance....

 

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Create an investment policy statement. Then, devise your strategic asset allocation based on your risk tolerance. You will need to include an asset allocation questionnaire. Cash = Money market, T-bills, High Interest Savings Account Fixed Income GIC, Bonds/Debentures (Bond & Mortgage mutual Funds) PPNs Equities = Stocks/Shares, ETFs, Hedge Funds, Crypto-currency Cash For Example (Conservative Profile) = 10% ($25,000) Fixed Income 60% ($150,000) Equities = = 30% ($75,000) Create an investment policy statement. Then, devise your strategic asset allocation based on your risk tolerance. You will need to include an asset allocation questionnaire. Cash = Money market, T-bills, High Interest Savings Account Fixed Income GIC, Bonds/Debentures (Bond & Mortgage mutual Funds) PPNs Equities = Stocks/Shares, ETFs, Hedge Funds, Crypto-currency Cash For Example (Conservative Profile) = 10% ($25,000) Fixed Income 60% ($150,000) Equities = = 30% ($75,000)