Investment Policy Statement is a document drafted between assets manager and a client that outlines general rules for the manager which provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these objectives with combination of specific information on matters such as asset allocation, risk tolerance, and liquidity requirements underlying on investment.
BASNCO provides drafting of Investment Policy for clients based on their investment objectives and constraints. Our Investment Management depart team is expert on identifying investment objectives for individual and institutional clients addressing willingness to take risk and ability to take risk by addressing constraints (time horizon of the investment, Liquidity need, legal and regulatory burden, tax implication of the client and Unique need) of the client.
