Chartered Financial Analyst Level 1
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With respect to an investment policy statement (IPS), which of the following components is most closely linked to the client's distinctive needs?
A
The evaluation and review section, which provides feedback on investment performance.
B
The objectives and constraints sections, which address the client's specific financial goals and limitations.
C
The statement of duties and responsibilities, which outlines the roles of the client, custodian, and investment managers.