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- 2014-8-4
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2#
发表于 2013-4-1 14:09
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| It sounds like two different scenarios. In one where you are the client’s advisor, you need an IPS to determine risk, return, horizon etc to select allocations etc. If you are managing a mutual fund, there is no way you are going to get an IPS from everyone who wants to invest in it. So, it depends on you role. |
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