Investment Objective
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 -Risk aversion -Investing time horizon -Income levels -Expense levels -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. |
Related Definitions
Articles Of Interest
-
The Seasons Of An Investor's Life
From a tentative spring to a comfortable winter, learn how to weather the phases of your investing journey. -
Paying Your Investment Advisor - Fees Or Commissions?
The way a professional is compensated can affect quality of service. Learn more here. -
4 Steps To Creating A Better Investment Strategy
Make your trading safer and more streamlined by following these simple guidelines. -
Is Your Psyche Ready For A Bull Market?
Not all investors are mentally prepared for when a much-awaited bull market finally comes charging in. -
What Is A Registered Investment Advisor?
Hoping for a career in the financial services industry? Working for an RIA may fit the bill. -
Investing In REITs Instead Of Property
Learn why this one particular REIT is a better investment than holding physical property in your retirement portfolio. -
Multi-Asset Funds Or Your Own Mix?
The underlying concept of mixed funds is very appealing. Discover if you're better off with professional management or creating a mixed fund of your own. -
How To Adjust Your Portfolio In A Bear Or Bull Market
While investors shouldn’t feel compelled to change their portfolios radically overnight in reaction to the market's daily moves, small adjustments in the face of a bull or bear market could be ... -
The Truth Behind Tactical ETF Investing
Are tactical ETFs reasonable and effective investment strategies or just plain speculative behavior? -
6 Popular ETF Types For Your Portfolio
Exchange traded funds are an extremely popular diversification tool that can protect your portfolio during troubled periods.
Free Annual Reports