What they are giving you is generally going to be asset categories, unless they have the specific return-and-risk parameters for every security in the portfolio.
FORBES: Prep Your Portfolio for Disaster With a Stress Test
Clients understand exactly how and when their portfolio will be adjusted according to a set of pre-determined parameters.
FORBES: Surf's Up: Develop A Market Momentum Investing Strategy
应用推荐
模块上移
模块下移
不移动