Level-headed returns

Article Abstract:

Financial advisers must follow the requirements of an investment policy statement (IPS) to effectively manage investments. IPS is a business strategy for the wise allocation and administration of investments. A well-designed IPS must take account of a client's objectives, time span and quantity of investment. It should also have a long-term counter-mechanism for risk and volatility. Likewise, it must include diverse assets such as domestic short-term fixed income and global bonds. Finally, the appropriate managers should be chosen to managed these asset types.

Financial Management, Methods, Models, Business planning

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Managing those mutuals

Article Abstract:

Mutual funds are a beneficial form of investment for those who do not have sufficient investable assets to diversify their portfolio with separate accounts. There are tax difficulties associated with mutual funds for high-net-worth investors.

Investment Offices, Investment Companies, Open-End Investment Funds, Personal Investing, Personal finance, Mutual funds

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Defining risks: reducing risk exposure in your portfolio means more than diversifying assets and investing in different markets

Article Abstract:

Issues concerning the management of risk within an investment portfolio are discussed. Diversification can play a key role in managing both systematic and unsystematic risk.

Risk management

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