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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?
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