X hits on this document

Powerpoint document

Historical Performance of Financial Assets - page 20 / 21

70 views

0 shares

0 downloads

0 comments

20 / 21

Asset Allocation and Investment Objectives

Investment Constraints – 5 classes of constraint

Liquidity Needs

need for income now? at some specific point in the future?

Time Horizon

typically, longer time horizon means lower liquidity needs and higher risk tolerance

Tax Concerns

taxes must be paid by most investors on current income and on realized capital gains.  Unrealized capital gains allow an investor to defer a tax liability to a later date.

Legal and Regulatory Factors

Unique Needs and Preferences

Document info
Document views70
Page views70
Page last viewedSun Jan 22 02:13:17 UTC 2017
Pages21
Paragraphs219
Words790

Comments