Investment Counseling for Private Clients III

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Business & Economics - Mathematical Economics
Investment Counseling for Private...

Investment Counseling for Private Clients III

Janet T. Miller, James E. Hughes Jr., Darryl L. Meyers, Jean L.P. Brunel, Scott D. Welch, Robert N. Gordon, David M. Stein, Lee N. Price, Gregory R. Friedman, Lawrence J. Macklin, Patricia M. Thompson, David F. Lamere

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Small is different from large. And the investment needs of private clients differ from those of institutional clients. These differences translate into specialized techniques for managing portfolios for private clients. This proceedings addresses the unique needs of private clients and the ensuing portfolio management approaches, approaches that range from diversification and asset allocation issues to estate planning and tax considerations.

Kategoriler:

Business & Economics - Mathematical Economics

Yıl:

2001

Yayımcı:

AIMR (CFA Institute)

Dil:

english

Sayfalar:

109

ISBN 10:

0935015663