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Sullivan believed a precondition to forming close relationships as an adolescent is
Capital Market Expectations
The forecasted future returns, volatilities, and correlations for the major asset classes, which are essential for the strategic asset allocation process.
Investment Objectives
Define the financial goals and strategies of an investor or an investment fund.
Risk
The potential for loss or unfavorable outcomes in any given situation, often assessed in finance as the variability of returns on investments.
Return
Return refers to the gain or loss on an investment over a specific period, including income received and the change in value, usually expressed as a percentage of the investment’s initial cost.
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