Jean L.P. Brunel, CFA, explains goal-based allocation in addition to exploring a sequential approach to setting goals, the skills necessary to identify and quantify assets in each sub-portfolio, and ways to implement goal-based allocation in your
Jean L.P. Brunel, CFA, explains goal-based allocation in addition to exploring a sequential approach to setting goals, the skills necessary to identify and quantify assets in each sub-portfolio, and ways to implement goal-based allocation in your practice.