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Bibliographic Details

Title: Managing Assets for Individual Investors: Proceedings of the Aimr Seminar Managing Assets for Individual Investors
Publisher: AIMR (CFA Institute)
Publication Date: 1995
Language: English
ISBN 10: 1879087537
ISBN 13: 9781879087538
Binding: Soft cover
Condition: Very Good
Weight: 294.8 grams

About this title

Synopsis

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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