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Trusts & Trustees Advance Access originally published online on January 27, 2009
Trusts & Trustees 2009 15(2):66-71; doi:10.1093/tandt/ttn129
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© The Author (2009). Published by Oxford University Press. All rights reserved.

Modern Portfolio Theory

Ian Shipway*

*Ian Shipway, Managing Director, Bluefin Wealth Management, Park House, Heathcote Road, Camberley, Surrey, GU15 2EU. Tel: +01276 401110; Email: ian.shipway{at}bluefingroup.co.uk

All investors, be they private individuals, trustees or professionals are faced with an extraordinary range of options when it comes to building and maintaining a portfolio. At the point in time when the portfolio is created decisions have to be made as to what assets to include and in what proportion. This article provides the reader with an understanding of the foundations underpinning Modern Portfolio Theory that provides a framework within which to make sensible asset allocation decisions.


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