John T. Elmes II, CFA, discusses how the 2008 financial crisis presents specific lessons for portfolio managers, including client honesty with respect to risk tolerance, when market events should impact investment policy, and what managers can learn
John T. Elmes II, CFA, discusses how the 2008 financial crisis presents specific lessons for portfolio managers, including client honesty with respect to risk tolerance, when market events should impact investment policy, and what managers can learn from their clients in times of crisis.