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
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.
Categorías:
Año:
2001
Editorial:
AIMR (CFA Institute)
Idioma:
english
Páginas:
109
ISBN 10:
0935015663
Archivo:
PDF, 900 KB
IPFS:
,
english, 2001