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Please match the following: Match the following Portfolio Management Procedures Develop an Investment Strategy the investment strategy to work, investing in a portfolio that meets
Please match the following:
Match the following Portfolio Management Procedures Develop an Investment Strategy the investment strategy to work, investing in a portfolio that meets the client's goals and constraint requirements. Create a Policy Statement the statement that contains the investor's goals and constraints as it relates to his investments Implement the Plan Created combines the investor's goals and objectives with current financial market and economic conditions Monitor and Update the Plan Both markets and investors' needs change as time changes. As such, it is important to monitor for these changes as they occur and to update the plan to adjustStep by Step Solution
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