Unformatted text preview: minimal acceptable security rating proportional limits (not having your eggs all in one basket (one security) if a “buy and hold” strategy is appropriate portfolio return targets, whether relative or absolute maturity limits the intermediary for making the investments, such as brokers, dealers or bank traders procedures and controls how the performance of the portfolio will be evaluated and monitored Zietlow, J., Hill, M., & Maness, T. (2014). Short-term investing. In Short-term financial management (4th ed., pp. 369-420). Cognella Academic Publishing....
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- Spring '14
- Finance, investment policy, Zietlow, Cognella academic Publishing, Lisa Iodice