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Jack Weatherford is a portfolio manager and is providing advice for Maria Conn, an accountant. From his brief conversation with Conn, Weatherford has learned that Conn is 43 years old and her goal is to save for retirement. Weatherford has been extremely busy lately but would like to get Conn started with an asset allocation as soon as possible. He tells her that he might temporarily put her assets in domestic equities and then reallocate her assets when he has time. Which of the following statements is most accurate? Weatherford should: A. not allocate her assets until he has developed an investment policy statement for her. B. invest Conn’s funds in the domestic equities immediately so Conn does not miss out on potential bull markets. C. let Conn make investment decisions so that he avoids liability for potential investment losses. |