An investment adviser for National Securities Inc. had just met with a potential new client. His task was to help the client develop an investment policy statement and to provide advice regarding an initial asset allocation consistent with the investment policy statement. This case allows students to assess an individual's investment objectives and constraints and to determine how these factors impact on the appropriate investment mix. This is the first in a series of three cases that focus on a variety of investment decisions. (See also 98N030 and 98N031.)

【書誌情報】

ページ数：3ページ

サイズ：A4

商品番号：HBSP-98N029

発行日：1999/1/29

登録日：2019/1/15