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Reading 43  Básicos de la Construcción y Planeación de Portafolios (Layout)
#has-images #portfolio-session #reading-bob-el-constructor

La lectura se estructura así:

Section 2 discute la declaración de política de inversión, un documento escrito que captura los objetivos y restricciones de inversión del cliente

Section 3 discute el proceso de construcción del portafolio, incluyendo el primer paso de especificar una asignación estratégica de activos para el cliente.

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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>


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