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Reading 43 Basics of Portfolio Planning and Construction (Layout)
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This reading is organized as follows:
Section 2 discusses the investment policy statement, a written document that captures the client’s investment objectives and the constraints.
Section 3 discusses the portfolio construction process, including the first step of specifying a strategic asset allocation for the client.
Section 2 discusses the investment policy statement, a written document that captures the client’s investment objectives and the constraints.
Section 3 discusses the portfolio construction process, including the first step of specifying a strategic asset allocation for the client.
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Reading 43 Basics of Portfolio Planning and Construction Intro
investors within a given type, however, will invariably have a number of distinctive requirements. In this reading, we consider in detail the planning for investment success based on an individualized understanding of the client. <span>This reading is organized as follows: Section 2 discusses the investment policy statement, a written document that captures the client’s investment objectives and the constraints. Section 3 discusses the portfolio construction process, including the first step of specifying a strategic asset allocation for the client. A summary and practice problems conclude the reading. <span><body><html>
Reading 43 Basics of Portfolio Planning and Construction Intro
investors within a given type, however, will invariably have a number of distinctive requirements. In this reading, we consider in detail the planning for investment success based on an individualized understanding of the client. <span>This reading is organized as follows: Section 2 discusses the investment policy statement, a written document that captures the client’s investment objectives and the constraints. Section 3 discusses the portfolio construction process, including the first step of specifying a strategic asset allocation for the client. A summary and practice problems conclude the reading. <span><body><html>
Summary
| status | not read | reprioritisations | ||
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| last reprioritisation on | suggested re-reading day | |||
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