Skip to content article Feb 8, 2012.

Getting individual investors to engage in the investment policy and asset allocation process remains a major challenge. For many individual investors (and their advisors), there might be a shortcut. Individual Investors could mimic institutional investors and use pension plan portfolios as a guide when constructing and maintaining the core of their own investment portfolio. Individual investors can leverage institutional investors’ resources and planning work … for free.

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Next time?  More Risk Management.
Doug Cronk CFA is Manager, Investments for a Canadian Pension Plan
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