Investment Objective

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Dictionary Says

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 Says

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.
Search results for

'Investment Objective'

  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/mf-categories.asp
    ... ownership group." - Chuck Jaffe, MarketWatch.com, February 27, 2006 Here, we evaluate
    a mutual fund's investment objective, also referred to as its style, as ...

  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj
    ... ownership group." - Chuck Jaffe, MarketWatch.com, February 27, 2006 Here, we evaluate
    a mutual fund's investment objective, also referred to as its style, as ...

  • Profit With Investment Policy Statements

    http://www.investopedia.com/articles/stocks/07/investment-policy-statement.asp
    ... Investment Objective The investment objective is self explanatory. This
    section of the investment policy statement identifies the ...

  • Investing In A Unit Investment Trust

    http://www.investopedia.com/articles/basics/09/unit-investment-trust.asp
    UITs offer professional portfolio selection and a definitive
    investment objective. Are they right for you? ...

  • Fund IQ Number 1: Investing Style | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/fund-iq1.asp
    ... Filed Under ยป Bonds. By Richard Loth (Contact | Biography) An accurate determination
    of a mutual fund's investment objective is important for several reasons: ...

  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/
    ... ownership group." - Chuck Jaffe, MarketWatch.com, February 27, 2006 Here, we evaluate
    a mutual fund's investment objective, also referred to as its style, as ...

  • Mutual Fund Style Box | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/mf-style-box.asp
    ... called "style box," which is now widely used as a reference tool for determining
    the investment objective, or style, followed by a fund's investment managers. ...

  • ETFs: Size and Performance Considerations

    http://stocks.investopedia.com/stock-analysis/2009/ETFs-Size-and-Performance-Considerations-SPYIVVGLDIAUDGLEFAVEA0413.aspx
    ... style of most ETFs may lead investors to assume that as long as funds share an
    investment objective, returns are similar between one fund and another. ...

  • Why Bad Bonds Get Good Ratings

    http://www.investopedia.com/articles/bonds/09/bonds-credit-ratings.asp
    ... While the bond has a very attractive and competitive 'AAA' rating, if your primary
    bond investment objective is to realize high yields, you may also want to ...

  • Mutual Fund Style Drift Not Always A Bad Thing

    http://www.investopedia.com/articles/mutualfund/07/fund-style-drift.asp
    ... An investment objective is a performance goal consistent with other appropriate
    attributes such as risk tolerance, time horizon and income needs. ...

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