Sentences with phrase «identify acceptable levels of risk»
An investment policy will specify what percentage of an investment portfolio must be in cash, list the investment goals, and identify acceptable levels of risk (defining, for example, maximum portfolio duration and the minimum credit rating for a security in the portfolio).
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Fiduciaries should identify factors such as investment horizon, an acceptable level of risk and expected return.
The first step is to identify your personal, acceptable level of risk tolerance.