CFA Institute – Asset Allocation for the Individual Investor

CFA Institute – Asset Allocation for the Individual Investor

CFA Institute – Asset Allocation for the Individual Investor

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Description

CFA Institute – Asset Allocation for the Individual Investor

The file size is 4.8 MB.

Individual investor asset allocation

The ICFA conference Asset Allocation for the Individual Investor was held twice in 1986 and addressed asset allocation for the individual investor. A timely and challenging topic with new instruments, new techniques, and new regulations that have changed the way portfolios for individuals are handled. The speakers, all familiar with the unique characteristics of individual investors, shared their insights, experiences, and techniques for guiding their clients to wise and appropriate investment allocation goals. The seminar Asset Allocation for the Individual Investor was held in May and June of 1986.

A challenging area of investment management is asset allocation. New instruments, new techniques, and new regulations have changed the way portfolios are handled. The specific investment problems of individual investors were addressed in this seminar.

Delivery Method

CFA Institute – Asset Allocation for the Individual Investor

CFA Institute – Asset Allocation for the Individual Investor

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