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2#
发表于 2011-7-11 19:32
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Lifestyle protection strategies target a minimum acceptable return for a continuation of lifestyle. Generally target absolute return vehicles such as hedge funds.
In the CFA texts they list:
Fixed Horizon, Cash Flow Matching and Lifestyle Protection.
Goals based asset allocation would be the final strategy, if you had to make four but I question how Schweser wrote this compared to the CFA Texts.
Goals based asset allocation, such as minimum spending and portfolio size had 15 pages while the other three strategies had 3.5 pages in aggregate if memory serves me correct.
Edited 1 time(s). Last edit at Sunday, May 22, 2011 at 06:08PM by Paraguay. |
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