Asset Allocation for the Individual Investor – CFA Institute

CFA Institute – Asset Allocation for the Individual Investor

This proceedings from the ICFA conference “Asset Allocation for the Individual Investor,” which was held twice in 1986, addresses asset allocation for the individual investor. Asset allocation is a timely and challenging topic with new instruments, new techniques, and new regulations that have changed the way portfolios for individuals are handled. The speakers, all familiar with the unique characteristics of individual investors, shared their insights, experiences, and techniques for guiding their clients to wise and appropriate investment allocation goals. Proceedings of the seminar “Asset Allocation for the Individual Investor” (May/June 1986).

Asset allocation is a challenging area of investment management. New instruments, new techniques, and new regulations have changed the way portfolios for both institutions and individuals are handled. This seminar discussed investing by and for individual investors and addressed the specific investment problems of individual investors.

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