Overview

Please discuss and analyze your own investment management process (IMP) and develop your own investment policy statement (IPS) with regard to wealth creation and retirement planning. Discuss investment objectives and constraints in the development of your IPS. Comprehensively integrate the topics learned throughout the course.

Instructions

You should provide slide speaker’s notes with each slide in the PPT to describe how the material applies to your own retirement plans.

Please make sure to write a paragraph description as slide notes commenting on your thoughts relative to each of the bullet points provided on the three tables to be examined.

Just providing a word or an incomplete sentence relative to the bullet point will not be eligible to earn full credit. You will earn a significantly lower grade if the PPT slides do not have written speaker’s notes included in the analysis. Again, just retyping the material in the tables is highly insufficient, and your grade will reflect any lack of analysis and application.

The PowerPoint and the video presentation should cover the material points in tables 22.1, 22.2, and 22.3 on page 690 in the text in Chapter 22. Each point should be focused on the construction of your own strategies for retirement/estate-planning portfolio endeavors. Please review the CFA Institute’s Investment Management Process (Figure 22.1) on page 689 at the beginning of the chapter 22 material.

Table 22.1 addresses the “Components of the Investment Management Process”, to include the topics of planning, execution of the portfolio construction and revisions, and the feedback process. 10 to 14 slides at a minimum should be dedicated to this table’s material.

Table 22.2 addresses the “Components of the Investment Policy Statement (IPS)”. Note that the nine points should be addressed in your presentation. Remember that you are the client. This is an applied future prescriptive exercise assignment. 9 to 10 PPT slides should be dedicated to this table’s material.

Table 22.3 addresses the “Determination of Portfolio Policies”, to include the objectives and the constraints. 7 to 10 PPT slides should be dedicated to this table’s material.

There should be a “minimum” of 26-34 slides in total addressed in the presentation and analysis of the tables.

Please provide a Kaltura Video and present a PowerPoint presentation with a minimum of 26-34 slides. The presentation does not have to be in a current APA format, and you may utilize the first person since you are commenting on your analysis of the creation of your own IPS. A presentation of a 15-minute minimum (with a limit of 20 minutes) is required in Kaltura. No

Struggling with where to start this assignment? Follow this guide to tackle your assignment easily!

This assignment requires you to analyze your own investment management process (IMP) and develop an Investment Policy Statement (IPS) for retirement and wealth creation. You will present your analysis through a PowerPoint presentation (26–34 slides) and a Kaltura video (15–20 minutes). Follow the steps below to complete the assignment successfully.

Step 1: Review Core Material

Read Chapter 22 in your textbook, focusing on:
- Figure 22.1 – CFA Investment Management Process
- Tables 22.1, 22.2, and 22.3 (page 690)
Understand each table’s purpose:
- Table 22.1: Investment Management Process – planning, execution, portfolio revisions, feedback
- Table 22.2: Investment Policy Statement – nine points for your personal application
- Table 22.3: Portfolio Policies – objectives and constraints

Step 2: Plan Your Slides

Step 3: Write Detailed Speaker Notes

Each slide must have paragraph-length speaker notes.
Notes should explain how each point applies to your personal retirement/wealth strategy.
Avoid single words or incomplete sentences; fully explain your decisions and reasoning.

Example for an asset allocation slide:

“I chose a 60/40 allocation between equities and fixed income to balance growth with risk tolerance. With a 25-year horizon to retirement, I am comfortable with moderate short-term volatility while seeking long-term capital appreciation. This aligns with my objective of wealth creation for retirement.”

Step 4: Integrate Course Concepts

Include key concepts learned throughout the course:
- Risk/return tradeoff
- Diversification principles
- Monitoring and rebalancing
- Constraints and investment goals
Connect these concepts directly to your IPS and retirement strategy.

Step 5: Prepare Your Kaltura Video

Video requirements:
- Minimum 15 minutes, up to 20 minutes (a few extra minutes is acceptable)
- Present your PPT slides with speaker notes narration
- Webcam is optional
Speak clearly and professionally. Practice to ensure smooth delivery.

Step 6: Review and Proofread

Verify 26–34 slides and that all slides include complete speaker notes
Check that all points from Tables 22.1, 22.2, and 22.3 are addressed
Proofread for grammar, clarity, and consistency
Make sure your personal investment plan is realistic and aligned with course concepts

Step 7: Helpful Resources

CFA Institute – Investment Management Process: https://www.cfainstitute.org
Investopedia – Investment Policy Statement: https://www.investopedia.com
Morningstar – Portfolio Construction Basics: https://www.morningstar.com
Kaltura Video Guides (for your LMS): https://support.kaltura.com

Strategic Investment Planning for Wealth Creation and Retirement