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  2. Harry Markowitz

Harry Markowitz

Finding balance with the Efficient Frontier

Submitted by Agrawal Associates on April 3rd, 2017

April 4, 2017

Risk versus return. It's one of the primary challenges of wealth management: finding the balance between a client's risk tolerance and desire for a certain rate of return.

Tags:
  • Efficient Frontier
  • Graph
  • Harry Markowitz
  • Prudent Principles
  • Risk Tolerance
  • Wealth Management
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Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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