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Investment Policy

CPM Associates investment process is based on general international asset management standards and guidelines concerning the investment advisory. Specifying an investment policy (Investment Policy Statement - IPS) is a key element of the whole process. The importance of the investment policy consists in establishing rules and guidelines between CPM Associates and its clients, in order to manage the whole investment process. IPS examines the important parameters of the investment process, in particular:

  • Investment philosophy
  • Asset allocation
  • Current and future needs of the client
  • Types of client goals
  • The nature and management of risk
  • Expenditure Structure
  • Revenue and liquidity needs
  • Investment horizon

 

 

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