Setting Investment Objectives to Reach Your Goals – Determining Investment Objectives

Topic 2: Determining Investment Objectives

The place to start to determine your investment objectives is by examining your current financial circumstances. View the video presentation, then fill out the questionnaire for your own use. Update it as needed. A text of the video presentation is below, if you would like to review.

Supporting documents:

Sample Investment Objectives Questionnaire

Click on a button below to access another topic in the “Setting Investment Objectives to Reach Your Goals” Course

1. Introduction to the Investment Process

2. Determing Investment Objectives

3. Setting Your Investment Objectives

4. Understanding Your Risk

5. Returns vs. Risk

6. Implementation: Manager Selection

7. Ongoing Evaluation