From Plan to Portfolio
Many advisors depend on a customer suitability assessment which typically includes questions such as customer age, investment acumen, salary, and current level of wealth to gauge the customer’s general level of risk tolerance. The answers to these questions are then used to produce an appropriate risk-based asset allocation portfolio using mean-variance optimization. In this manner, large firms can sell a standardized set of risk based conservative, moderate, and aggressive portfolios to customers in a regulatory compliant and efficient manner.
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