Klein wins fellowship

Nov 14, 2002, vol. 25, no. 6

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Simon Fraser University associate business professor Peter Klein is the recipient of a research fellowship from RBC Investments Global Private Banking.

Klein, a chartered financial analyst and academic director of SFU's new global asset and wealth management MBA program, will use the funding to pursue academic research in the broad field of wealth management.

Klein says there's much more to managing wealth than strict financial theory or ad hoc rules of thumb.

Investors and their advisors need better models which take into account real world constraints and preferences such as foreign content rules, taxes and ethical con-siderations.

“It would be interesting to tie such issues into a theoretical framework and then get practical and develop some rules that investment managers can use,” he says.

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