Basics of Portfolio Planning and Construction
Free CFA Level I lesson in Portfolio Management. 20 min read, ~3,069 words.
1. describe the reasons for a written investment policy statement (IPS). 2. describe the major components of an IPS. 3. describe risk and return objectives and how they may be developed for a client. 4. explain the difference between the willingness and the ability (capacity) to take risk in analyzing...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Key Takeaways
- Exam Shortcuts
Learning objectives
- portfolio planning and construction
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