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商品編號： 9-204-017 出版日期： 2003/07/30 作者姓名： Ruback, Richard S.;Stevens, Julia D. 商品類別： Finance 商品規格： 11p 再版日期： 2004/01/23 地域： Washington, DC 產業： 個案年度： 2003 - 2003
商品敘述：
Following her husband''s death in 1994, Carol Brewer took over the management of her family''s investments. This case describes the decisions Brewer made during this process, including her choice to seek active account management, her selection of an investment firm, and her determination of asset allocation within her portfolio. In 2003, Brewer is reassessing her previous investment choices and considering changes she might need to make in the future in light of her plans to retire in six years and live on the income from her investments.
涵蓋領域：
Asset management;Portfolio management;Compensation and benefits;Diversity and inclusion
相關資料：
, (XLS836), 0p, by Richard S. Ruback, Julia D. Stevens
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