标题: Return objective in IPS [打印本页] 作者: DoubleDip 时间: 2013-4-3 22:06 标题: Return objective in IPS
In most cases, is the calculated return objective (% or figures) required for answering other questions (risk tolerance and 5 constraints) ?作者: cityboy 时间: 2013-4-3 22:08
The questions typically do not cascade作者: onelife1 时间: 2013-4-3 22:11
Then, I may answer to other questions (risk tolerance and 5 constraints) and leave the return objective to the last minute if there is still time left ! It is time-consuming and very easy to make mistake for me.作者: Kapie 时间: 2013-4-3 22:13
In 2007 AM you used the return objective from Q1 to answer why their asset allocation in Q2 was wrong (though there were other reasons too)
