返回列表 发帖
Different.

The way I remember this is that Core+Satellites is where you start with something PASSIVE and start adding active returns. Note, although it is the CORE, the passive fund doesn't necessarily need to be that big. There was a CFAI question where it was only about 20%.

Completion fund is where you have an active portfolio and you add the completeness fund to reduce the risk.

TOP

返回列表