In this webcast, Danielle K. Park, CFA, discusses the following:
• Best practices for creating investment policy that real people can live with, and how to help clients maintain investment discipline through a full market cycle
Danielle K. Park, CFA, discusses best practices for creating an investment policy that real people can live with, and how to help clients maintain investment discipline through a full market cycle, and talks about why the long term can be way too long for finite lives. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.