标题: Ethics Standard V Investm Analysis, Recommendations & Action [打印本页] 作者: LPoulin133 时间: 2013-4-17 19:08 标题: Ethics Standard V Investm Analysis, Recommendations & Action
V. Investment Analysis, Recommendations and Action
V(B). Communication with Clients and Prospective Clients
? Must distinguish between opinions and facts and include the basic characteristics of the security being analyzed, portfolio structuring scheme etc.
Question - what exactly is portfolio structuring scheme? Can someone give an example? Thanks.作者: EastCoastJ 时间: 2013-4-17 19:09
My guess would be the IPS by which the asset allocation and Portfolio is structured.
