Setting Investment Objectives to Reach Your Goals – Setting Objectives

Topic 3: Setting Objectives

Once you know where you currently stand you need to examine your goals and needs to establish specific objectives for each pool of your assets. View the video presentation. A text of the video presentation is below, if you would like to review.

Supporting documents:

Setting Objectives

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