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transferpricing

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tT
发表于 2011-7-13 15:08 | 只看该作者

60% allocated to US equity for client from UK

equity, allocated, allocation
HI,

For a UK resident/client, if asset allocation has 60% in U.S.equity, shall we say "International exposure" are too much?
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Darien

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发表于 2011-7-13 15:08 | 只看该作者
Depends on client's risk tolerance and goals. But in general, with no specifics, I would agree "too much"

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strikethree

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发表于 2011-7-13 15:08 | 只看该作者
Depends on what the client wants playa. If they want 100% exposure to US equities, you better give them what they want (within reason).

NO EXCUSES

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