Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Bloomberg Customers

Businessweek Archives

The Hierarchy of Decisions

? That 70s Show |


| Brokers go independent ?

August 22, 2005

The Hierarchy of Decisions

Amey Stone

Getting ready to reevaluate your finances? Here's a simple flow chart of questions (from most important to least important) to help get you started.

Note that choosing the actual investment is ranked here as the least important step!

The Hierarchy of Decisions

What is the time horizon of the investment strategy?

What asset classes will be considered?

What will be the mix among asset classes?

What sub-asset classes will be considered?

Which managers/funds will be selected?

Source: "Prudent Investment Practices: A Handbook for Investment Fiduciaries," by the Center for Fiduciary Studies

03:27 PM

My Finances

TrackBack URL for this entry:

blog comments powered by Disqus