Transcription of CHAPTER 2 MANAGING INDIVIDUAL INVESTOR …
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CHAPTER 2 MANAGING INDIVIDUAL INVESTOR …
CHAPTER 2 managing individual investor PORTFOLIOS James W. Bronson, CFA Northern Trust Bank Newport Beach, California Matthew H. Scanlan, CFA Barclays Global Investors San Francisco, California Jan R. Squires, CFA cfa institute Charlottesville, Virginia Contents LEARNING OUTCOME 1 2 CASE STUDY ..3 THE INGER INGER FAMILY JOURDAN S FINDINGS AND PERSONAL 3 INVESTOR CHARACTERISTICS ..6 SITUATIONAL PSYCHOLOGICAL 4 INVESTMENT POLICY STATEMENT ..16 SETTING RETURN AND RISK Time Horizon ..22 Legal and Regulatory Unique Peter and Hilda Inger s Investment Policy 5 AN INTRODUCTION TO ASSET ASSET ALLOCATION MONTE CARLO SIMULATION IN PERSONAL RETIREMENT 6 SUMMARY ..43 This material is the intellectual property of cfa institute and should not be reproduced or distributed for any purpose.
This material is the intellectual property of CFA Institute and should not be reproduced or distributed for any purpose. 2 Chapter 2 Managing Individual Investor Portfolios
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