DEFINITION of 'Investment Objective'
A client information form used by registered investment advisors and other asset managers that aids in determining the optimal portfolio mix for the client. An investment objective survey may come in the form of a questionnaire, where the investor will be asked things such as:
-Current liquid and net worth
-Investing time horizon
-Planned bequeathments and/or charitable contributions
-Restrictions on security selection
INVESTOPEDIA EXPLAINS 'Investment Objective'
An investment objective will typically not be completed by the investor until he or she has decided to use the services of the asset manager because this information is highly sensitive and is kept confidential. Portfolio managers will use the information obtained in an investment objective form to help create a customized portfolio within the client's risk profile. This form will be kept current as the client's goals change over the years, with new information being implemented into the client's portfolio and/or retirement plan.
In the context of stock mutual fund investing, refers to using ...
A required submission to the Securities and Exchange Commission ...
An investment strategy that aims to balance risk and reward by ...
As defined by the Investment Advisors Act of 1940, any person ...
The art and science of making decisions about investment mix ...
An advisor or firm engaged in the investment advisory business ...