Value-Based Decision Making
This white paper outlines Copperleaf’s approach to valuing investments for comparison against each other in a manual or automated investment decision-making process. This document addresses the following questions:
- How to determine the value of an investment?
- What is the process to develop a Value Framework with a client?
- How does using Copperleaf’s Value-Based Decision Making approach compare to other common methods of investment valuation?
Please fill out the form to download this white paper.