---
title: Investment Allocation Strategy Form Template - Active vs Passive Portfolio Planning | Paperform
description: Professional investment allocation form for documenting active vs passive strategy, index fund percentages, actively managed exposure, and cost-benefit analysis. Perfect for financial advisors and investors.
url: "https://paperform.co/templates/investment-allocation-strategy-form"
type: static
generatedAt: "2026-03-28T00:44:16.122Z"
---

[← Back to free form templates](/templates/)    ![Investment Allocation Strategy Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/investment-allocation-strategy-form.png)
    [Preview](https://_preview.paperform.co/ai-template/investment-allocation-strategy-form) [Use this template for free](/create?ai-template=investment-allocation-strategy-form)    [Application Forms](/templates/category/applications/)[Financial & Accounting Forms](/templates/category/financial/) [Finance](/templates/industry/finance/) [Consultant](/templates/role/consultant/)[Accountant](/templates/role/accountant/)[Financial Advisor](/templates/role/financial-advisor/)[Investor](/templates/role/investor/)     About this free form template
### Optimize Your Investment Strategy with Smart Portfolio Allocation

Making informed decisions about active versus passive investment allocation is crucial for long-term portfolio success. This **Investment Allocation Strategy Form** helps investors, financial advisors, and wealth managers document and analyze the optimal mix of index funds and actively managed investments based on individual goals, risk tolerance, and cost considerations.

Whether you're a financial advisor building client portfolios, an investment professional conducting portfolio reviews, or an individual investor planning your allocation strategy, this template streamlines the process of capturing critical information about investment preferences, cost analysis, and allocation decisions.

#### Built for Financial Professionals and Informed Investors

Paperform makes it easy to create professional financial forms that match your brand while capturing complex investment data. This template includes conditional logic to show relevant questions based on investment experience and strategy preferences, plus calculation fields to automatically compute allocation percentages and cost comparisons.

The form guides users through documenting their current portfolio holdings, investment goals, time horizon, and risk tolerance—then captures their preferred allocation between passive index funds and actively managed strategies. Built-in calculations help visualize the cost impact of different allocation choices, making the decision-making process more transparent.

#### Automate Your Investment Workflow with Stepper

Once a client or investor submits their allocation strategy, you can use **[Stepper](https://stepper.io)** to automatically trigger follow-up workflows. Send the completed analysis to portfolio management systems, notify investment advisors when new strategies need review, update CRM records with allocation preferences, or generate custom investment policy statements based on the submitted data.

For firms managing multiple client portfolios, this combination of Paperform and Stepper eliminates manual data entry and ensures every investment allocation decision is properly documented, reviewed, and implemented according to your compliance requirements.

#### Secure, Compliant, and Ready to Scale

Investment data requires the highest security standards. Paperform is **SOC 2 Type II compliant** with enterprise-grade encryption, role-based access controls, and detailed audit trails—giving you confidence that sensitive financial information is protected. As your practice grows, Paperform scales with you, supporting everything from individual advisor practices to large wealth management firms with multiple teams and clients.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Angel Investor Financing Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/angel-investor-financing-application.png)

### Angel Investor Financing Application

Streamline your startup's fundraising with a comprehensive angel investor application form. Collect company details, cap table information, traction metrics, and pitch materials—all in one professional submission.](/templates/angel-investor-financing-application/)
[![Carbon Credit & Emissions Trading Investment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/carbon-credit-emissions-trading-investment-form.png)

### Carbon Credit & Emissions Trading Investment Form

A comprehensive investment form for carbon credits and emissions trading, covering voluntary offset markets, compliance market exposure, and climate impact verification for institutional and individual investors.](/templates/carbon-credit-emissions-trading-investment-form/)
[![Dividend Reinvestment Plan (DRIP) Enrollment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/dividend-reinvestment-plan-drip-enrollment-form.png)

### Dividend Reinvestment Plan (DRIP) Enrollment Form

Enroll in a dividend reinvestment plan to automatically reinvest dividends into fractional shares and manage your distribution preferences with flexible tax treatment options.](/templates/dividend-reinvestment-plan-drip-enrollment-form/)
[![Faith-Based Investment Screening Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/faith-based-investment-screening-form.png)

### Faith-Based Investment Screening Form

A comprehensive screening form to assess investment opportunities against faith-based values, ethical guidelines, and religious compliance requirements including Sharia principles.](/templates/faith-based-investment-screening-form/)
[![Financial Advisor Client Onboarding Packet](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/financial-advisor-client-onboarding-packet.png)

### Financial Advisor Client Onboarding Packet

Comprehensive client onboarding form for financial advisors including risk assessment, investment policy statement, account setup, and fee disclosure. Streamline your advisory practice with a professional digital intake process.](/templates/financial-advisor-client-onboarding-packet/)
[![Floating Rate Investment Preference Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/floating-rate-investment-preference-form.png)

### Floating Rate Investment Preference Form

A comprehensive form for capturing investor preferences for floating rate investments, including LIBOR transition benchmarks, credit spread strategies, and interest rate hedging requirements.](/templates/floating-rate-investment-preference-form/)
[![Green Bond Portfolio Allocation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/green-bond-portfolio-allocation-form.png)

### Green Bond Portfolio Allocation Form

A comprehensive form for managing green bond investments, tracking climate finance goals, measuring environmental impact, and verifying sustainability certifications for portfolio allocation decisions.](/templates/green-bond-portfolio-allocation-form/)
[![Investment Account Aggregation Consent Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/investment-account-aggregation-consent-form.png)

### Investment Account Aggregation Consent Form

Authorize secure linking of external investment accounts for unified portfolio tracking and consolidated reporting across all holdings.](/templates/investment-account-aggregation-consent-form/)
[![Investment Beneficial Ownership Interest Statement](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/investment-beneficial-ownership-interest-statement.png)

### Investment Beneficial Ownership Interest Statement

A comprehensive form for documenting beneficial ownership interests in investment partnerships, including capital account allocations, distribution waterfalls, and clawback provisions.](/templates/investment-beneficial-ownership-interest-statement/)
[![Investment Policy Statement Creation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/investment-policy-statement-creation-form.png)

### Investment Policy Statement Creation Form

A comprehensive form for institutional investors to establish formal investment guidelines, asset allocation strategies, performance benchmarks, and governance frameworks for portfolio management.](/templates/investment-policy-statement-creation-form/)
[![Multi-Strategy Hedge Fund Allocation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/multi-strategy-hedge-fund-allocation-form.png)

### Multi-Strategy Hedge Fund Allocation Form

A professional investment allocation form for multi-strategy hedge fund portfolios, covering long-short equity, global macro, event-driven, and relative value strategies with customizable weighting preferences.](/templates/multi-strategy-hedge-fund-allocation-form/)
[![Nonprofit Organization Loan Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/nonprofit-organization-loan-application.png)

### Nonprofit Organization Loan Application

A comprehensive loan application form for nonprofit organizations seeking financing, including 501(c)(3) verification, program impact assessment, financial history, and organizational capacity review.](/templates/nonprofit-organization-loan-application/)