Event Title
Portfolio Management: Finding Portfolio Weightings
Faculty Advisor
Dr. Sirapat Polwitoon
Start Date
23-4-2019 4:20 PM
End Date
23-4-2019 4:40 PM
Description
This presentation takes a dive in the wealth management field and develops a portfolio based on the amount of risk a customer is willing to take. To create the proper weightings, the presentation will use a Vanguard questionnaire that will lead to the optimal weightings of stocks and bonds. This is an example of passive investing and this technique has ruled the investment industry recently.
Portfolio Management: Finding Portfolio Weightings
This presentation takes a dive in the wealth management field and develops a portfolio based on the amount of risk a customer is willing to take. To create the proper weightings, the presentation will use a Vanguard questionnaire that will lead to the optimal weightings of stocks and bonds. This is an example of passive investing and this technique has ruled the investment industry recently.