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.

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Apr 23rd, 4:20 PM Apr 23rd, 4:40 PM

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.