Hartered Portfolio Manager and Investment Management-2 responses
Read the following 2 articles on ETFs.
Then, post a comment on 3 other students discussion responses to the following discussion thread.
Assume you have a client with a $1M portfolio consisting exclusively of index mutual funds.
advocate for reasons the client should either remain with traditional mutual fund shares, or diversify into some other type of product.
The student response posts are attached. Your comments should be brief, approximately 4 to 5 sentences each. Feel free to give constructive criticism, feedback, and/or thought provoking insight.