Core Values PoorSatisfactoryGoodVery GoodExcellent Be the first. (0 ratings) Log in to rate this article. CFA Magazine March 2006 | Vol. 17 | No. 2 | 1 page Source: CFA InstituteCynthia Harrington, CFA Read Abstract This article addresses the following key points: • Behavioral interpretation of core–satellite management incorporates cognitive biases into portfolio theory.• Rather than viewing assets as a whole portfolio, most investors place groups of assets in mental accounts, such as "college" or "retirement." • The "core" and the "satellite" of the portfolio should be determined by the client's goals. • Aligning investment strategy with client's life goals may be the key to getting clients to stick with a long-term plan. View more information Topics Portfolio Management : Portfolio Construction and Revision | Behavioral Finance Credits · About the CE Program 0 CE (including 0 SER) Record credits Credits recorded Members, log in to record your credits. Manage CE Credits People who viewed this page also viewed: Credit Suisse Global Wealth Report The "Credit Suisse Global Wealth Report" is a comprehensive study of world wealth that analyzes the world’s entire 200 trillion ... More Credit Suisse Global Wealth Databook This Databook displays the detailed dataset backing the "Credit Suisse Global Wealth Report," the comprehensive study of world ... More Top Hedge Fund Investors: Stories, Strategies, and Advice This book chronicles top hedge fund investors that played key roles in the industry, including substantial information on manager sourcing, ... More Loading ...