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Portfolio Management: A Market-Class guide to Investment Management by John Bonner, Marcus Rees

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Chapter 6. Investment Objectives

OBJECTIVES

1. Introduce the concept of investment objectives.

2. Introduce the investment policy statement and its purpose.

3. Encourage you to think about your own requirements with regards to investment goals, risks and performance.

INVESTMENT OBJECTIVES

Definition: It can be overwhelming for a portfolio manager to look at the universe of investible assets and the many different options for investments. Even if the portfolio manager limits the scope to public companies, there are still approximately 50,000 publicly-traded stocks to choose from around the globe.

As a portfolio manager, you need to select a universe of assets to focus on so as to become an expert in that domain. Doing so allows you to make more ...

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