Principles of Asset Allocation

Free CFA Level III: Portfolio Management lesson in Asset Allocation. 48 min read, ~7,222 words.

MVO is an "error maximizer", it exploits estimation noise to produce extreme positions. Corner portfolios define where asset classes enter/exit the frontier; any efficient portfolio is a blend of two adjacent corners. Reverse optimization extracts implied returns from market-cap weights, avoiding the estimation error problem. Black-Litterman blends implied equilibrium returns...

Read the full lesson, free →
Worked examples, audio narration, and practice. No signup to read.

What this lesson covers

Learning objectives

Browse all free CFA L3 Portfolio Mgmt lessons or jump into free CFA L3 Portfolio Mgmt practice questions.