When formulating an investment policy for a client, all of the following fall under the category of "investor constraint
Posted: Sun Aug 07, 2022 5:57 pm
When formulating an investment policy for a client, all of the following fall under the category of "investor constraints," except:
A. risk tolerance
B. liquidity needs
C. expected cash flows
D. regulatory and legal circumstances E. time horizon F. tax considerations G. investable funds H. investor preferences, circumstances and unique needs
A. risk tolerance
B. liquidity needs
C. expected cash flows
D. regulatory and legal circumstances E. time horizon F. tax considerations G. investable funds H. investor preferences, circumstances and unique needs