Bridge over ocean
16 November 2006 Multimedia

Investment Policy Best Practices

Communication, Creation, and Commitment

  1. Leslie S. Kiefer, CFA

Leslie S. Kiefer, CFA, discusses meeting client objectives through policy creation and communication, maintaining long-term discipline in a volatile market environment, and determining what factors should influence policy revision. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.

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