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标题: 60% allocated to US equity for client from UK [打印本页]

作者: transferpricing 时间: 2011-7-13 15:08 标题: 60% allocated to US equity for client from UK

HI,

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

作者: Darien 时间: 2011-7-13 15:08

Depends on client's risk tolerance and goals. But in general, with no specifics, I would agree "too much"

作者: strikethree 时间: 2011-7-13 15:08

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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