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American_Bankers_Association

CTFA · Question #390

__________ is a statement, preferably written, that specifies how investment capital will be invested to achieve a specific goal.

The correct answer is B. Investment plan. See the full explanation below for the reasoning.

Investment Management

Question

__________ is a statement, preferably written, that specifies how investment capital will be invested to achieve a specific goal.

Options

  • AInvestment Line
  • BInvestment plan
  • CInvestment direction
  • DInvestment goal

How the community answered

(32 responses)
  • A
    9% (3)
  • B
    84% (27)
  • C
    3% (1)
  • D
    3% (1)

Topics

#investment policy statement#investment planning#capital allocation#investment goals

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