HOW ARE INVESTMENTS SELECTED?
Fundamental analysis is used to select investments for client portfolios. However, before investments are selected, an Asset Allocation is prepared for each investment management client that provides the guidelines for each account. Trades are generally placed electronically directly to the brokerage firm or the mutual fund company.
Related Questions
- The plan investments are selected by the plan fiduciaries. How do I calculate the overall rate of return for the plan?
- The Selected Investments section of Selection & Opinion has three portfolios. Why isn there a "Conservative" portfolio?
- How are stocks chosen for the Selected Investments model Portfolios I, II and III in Selection & Opinion?
