Investment objectives could help define the asset mix and risk level of your portfolio, ensuring that investments align with both the your time horizon and tolerance for market fluctuations.

An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager.

Portfolio Objectives: The first step in a proper asset allocation is to determine your objective(s). Since capital markets are constantly changing, it is important to adjust your portfolio to make ...

Managing an investment portfolio is a very personal matter. Consequently, the most important consideration is to design a portfolio that meets your own unique goals, objectives and risk tolerances ...

This paper will demonstrate how the Kelly criterion can be incorporated into standard portfolio optimization models that include a risk function. The model developed here combines the risk and return ...