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Simple Asset Allocation Strategies: Easy Steps for Winning Portfolios
Asset allocation plays a key role in the money management process. Now, internationally acclaimed authority Roger Gibson focuses on two crucial factors for evaluating he right asset allocation mix... * Assessing the time horizon and
* Determining the correct portfolio balance within a specified time horizon. Both are essential for portfolios that perform to the needs of your clients. Gibson also explains how to involve clients in the decision making process, so their expecations are realistic and their commitment to the investment strategies more dedicated. With a new foreword by Randal J. Moore and an introducting by the renowned Sir John Templeton, here's a great "refresher" course and useful checklist for practicing professionals, as well as an easy-reding reference for clients who want a better understanding of the investment process and your role in it.
* Determining the correct portfolio balance within a specified time horizon. Both are essential for portfolios that perform to the needs of your clients. Gibson also explains how to involve clients in the decision making process, so their expecations are realistic and their commitment to the investment strategies more dedicated. With a new foreword by Randal J. Moore and an introducting by the renowned Sir John Templeton, here's a great "refresher" course and useful checklist for practicing professionals, as well as an easy-reding reference for clients who want a better understanding of the investment process and your role in it.
Paperback
Published January 1, 2000
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