Free Version

Dashboard
Review Topics
Quizzes
Practice Exams
Flashcards
Vocabulary
Erase wrong answers completely. A buffalo never forgets...and the Scantron machine won't, either.

Portfolio Management Styles & Strategies

Dashboard > Client Investment Recommendations and Strategies > Portfolio Management Styles & Strategies

Portfolio Management Styles & Strategies

Miyagi nodded. “Now you ready to learn about asset allocation, strategy, active or passive. Portfolio management all about mix.”

“What do you mean?”

“Goal always same: reduce investment risk; generate high investment return. Client maybe have specific need or investment style they want follow. Adviser find products for client that are managed by PM in style client like. See? You know basic PM concepts, like asset allocation?”

Eddie nodded. “Yeah, I think so. Isn’t asset allocat...

Looking for more? Why is this annoying box in the way? It's because you haven't paid for the course yet!

$65.65
Next: Portfolio Management Techniques
Prev: Estates

*Securities is a registered trademark of the College Board, which was not involved in the production of, and does not endorse this product.