Summary

Concerned with the management of assets, this work outlines methods for attracting new clients, managing their expectations and establishing workable investment plans. The book provides financial professionals with the tools and information to run a financial asset management business.Feat ures of the book include: identification of the different approaches to portfolio management; collection of client data including their goals and attitudes toward constraints; measurement of client expectations and risk/reward selection; establishment of an effective investmernt poloicy; and the implementation and management of philosophy, performance and process.