學門類別
最新個案
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Andrew Finds His Mix
內容大綱
The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies.<br><br>Also refer to 9B16N031.
學習目標
The case entitled “Andrew Finds His Mix” specifically addresses item 3 on the list of “common-cents” strategies: asset mix (or adjust the asset mix to drive returns).