Asset Allocation & Diversification – MemberMinds Video
Asset allocation and diversification are two critical components many investment professionals use when creating mutual fund portfolios to meet investor objectives.
Nick Escalante, AVP, Senior Investment Strategist for PlanMember Securities and Tom Nugent review key principles of asset allocation and diversification, including:
- What asset allocation and diversification are, and how to properly diversify
- The roles asset allocation and diversification play in the development of PlanMember Investment Portfolios