current investments

What Are The Classifications Of Investments In The Statement Of Financial Position?

by

What Are The Classifications Of Investments In The Statement Of Financial Position? Major categories of investments include debt securities, equity securities and derivative instruments. Debt securities are financial instruments that represent a right to a determined stream of cash flows for a definite period of time, such as bonds. What is investment classification? A simple

How Do You Write An Investment Policy?

by

How Do You Write An Investment Policy? Step 1: Document your goals. … Step 2: Outline your investment strategy. … Step 3: Document current investments. … Step 4: Document target asset allocation. … Step 5: Outline investment selection criteria. … Step 6: Specify monitoring parameters. What should be included in an investment policy? It should