An investment adviser for National Securities Inc. had just met with a prospective new client. His responsibility was to help this client develop an investment policy statement and to give out advice regarding an initial asset allocation, which is consistent with the investment policy statement.
This case allows students to discover how these variables impact on the investment mix that is proper and to assess somebody's investment goals and constraints. This is the first in a series of three cases that focus on various investment choices. (See also 9A98N030 and 9A98N031.)
Publication Date: 01/29/1999
This is just an excerpt. This case is about Finance
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