Investment Horizon
Investment horizon is the expected time period an investor plans to hold assets before needing the capital.
Investment policy statement, objective, and horizon terms used in portfolio planning.
Investment Policy, Objectives, and Horizon terms identify portfolio managers, advisers, buy-side roles, managed account structures, investment policy objectives, and account wrappers.
Use this branch when the decision maker, account format, policy statement, investment horizon, advisory role, or management structure changes portfolio control or accountability.
| Term | Use it for |
|---|---|
| Investment Horizon | Portfolio manager, advisory role, buy-side, investment policy, managed account, SMA, UMA, overlay, objective, or horizon terms. |
| Investment Objective | Portfolio manager, advisory role, buy-side, investment policy, managed account, SMA, UMA, overlay, objective, or horizon terms. |
| Investment Policy Statement (IPS) | Portfolio manager, advisory role, buy-side, investment policy, managed account, SMA, UMA, overlay, objective, or horizon terms. |
Check the investment policy statement, adviser role, account agreement, discretion level, benchmark, fees, conflicts, tax constraints, time horizon, and who has authority to trade or rebalance.
This page is educational and does not recommend a specific portfolio, security, fund, tax treatment, or account choice.
Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.
Investment horizon is the expected time period an investor plans to hold assets before needing the capital.
An investment objective states the return, income, preservation, growth, or risk target that guides portfolio construction.
An investment policy statement documents objectives, constraints, asset allocation guidance, risk limits, and governance for a portfolio.