Investment policies are constructed to meet clients specific investment needs. The document needs to spell out the types of securities that are eligible to include in the portfolio, the diversification of the type of securities, the level of risk and expected return- This assignment should be a 3-4 double space paper in APA format with plenty of references.
Be sure to address the nature of the investments, the level of risk (beta) and expected return and the value of your selections (P/E).
Look ahead to the next phase of the project as you need to identify investments (mostly stocks) that fit the policy you write.
You can go in many directions with this: sector bases such as energy or technology or robotics etc
You can go with broad-based and very diversified
You can focus on small growth companies or large established companies.
The choices are almost endless. Use the Vanguard site to get ideas
