Wassim Zhani, Ha Cao, Xifeng Zhu, Jongin Baek FIN 434 & 435 Dr. Tarek Zaher Investment Policy Statement This policy applies to the investment of all funds traded In OTIS website of Group 4. It will be managed by Wassim Zhani, Ha Cao, Xifeng Zhu, Jongin...
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Wassim Zhani, Ha Cao, Xifeng Zhu, Jongin Baek FIN 434 & 435 Dr. Tarek Zaher Investment Policy Statement This policy applies to the investment of all funds traded In OTIS website of Group 4. It will be managed by Wassim Zhani, Ha Cao, Xifeng Zhu, Jongin Baek. The Investment Policy Statement (IPS) is intended to serve the following purposes: Establish investment objectives and guidelines, which support the financial goals, investment objectives, and risk and return expectations; provide a communications between members of the group; outline standards and procedures for on-going compliance monitoring and performance evaluation and policy review. We will strive to invest with judgment and care, to maintain the safety of principals, maintain liquidity to meet cash flow needs as well as the probable income to be derived. Our client is John William. He is 38 years old. He worked in a manufactory company as a marketing manager. He has a family with one child. John’s income is pretty high becau
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