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Static vs. Dynamic Investment Policy: Matching Asset Management to Investor Risk Preferences (PDF)
Schultz Collins Lawson Chambers, Inc. Jan. 23, 2009
26 pages. Excerpt: This article outlines several asset management approaches and discusses the importance of aligning Investment Policy with investor risk preferences. If the investment policy ignores this critical 'calibration,' there is little hope that the investor will be able to maintain the policy during recessionary periods. It presents a follow on simulation study to illustrate the range of possible portfolio evolutions under various asset management approaches.
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