9781879087538: Managing Assets for Individual Investors
Softcover
ISBN 10: 1879087537 ISBN 13: 9781879087538
Publisher: AIMR (CFA Institute), 1995
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This proceedings focuses on how best to serve individual clients in an environment of demographic changes, changing technological capabilities, and an increasing array of financial instruments. The presentations reinforce the importance of knowing, educating, and communicating with clients and of careful preparation and monitoring of the investment policy statement.

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  • PublisherAIMR (CFA Institute)
  • Publication date1995
  • ISBN 10 1879087537
  • ISBN 13 9781879087538
  • BindingPaperback
  • Number of pages101

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Sanjiv Bhatia; Richard F. Hokenson; David S. Pottruck; Eliot P. Williams; Alison S. Winter; Maureen J. Busby Oster; Art Lutschaunig; Jeanie Rabke Wyatt; Frank E. Helsom; Tracey S. Seymour, James P. Garland, David L. Mead, Paul E. Tebbets, William R. Levy, Joan E. Boros
Published by AIMR (CFA Institute) (1995)
ISBN 10: 1879087537 ISBN 13: 9781879087538
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