Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/
Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/
Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/
Prep Packages for the FRM® Program:
FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/
Topic 9 – Portfolio Management
Reading 51 – Basics of Portfolio Planning and Construction
LOS : Describe the reasons for a written investment policy statement (IPS).
LOS : Describe the major components of an IPS.
LOS : Describe risk and return objectives and how they may be developed for a client.
LOS : Explain the difference between the willingness and the ability (capacity) to take risk in analyzing an investor’s financial risk tolerance.
LOS : Describe the investment constraints of liquidity, time horizon, tax concerns, legal and regulatory factors, and unique circumstances and their implications for the choice of portfolio assets.
LOS : Explain the specification of asset classes in relation to asset allocation.
LOS : Describe the principles of portfolio construction and the role of asset allocation in relation to the IPS.
LOS : Describe how environmental, social, and governance (ESG) considerations may be integrated into portfolio planning and construction.
Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/
Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/
Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/
Prep Packages for the FRM® Program:
FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/
Topic 9 – Portfolio Management
Reading 51 – Basics of Portfolio Planning and Construction
LOS : Describe the reasons for a written investment policy statement (IPS).
LOS : Describe the major components of an IPS.
LOS : Describe risk and return objectives and how they may be developed for a client.
LOS : Explain the difference between the willingness and the ability (capacity) to take risk in analyzing an investor’s financial risk tolerance.
LOS : Describe the investment constraints of liquidity, time horizon, tax concerns, legal and regulatory factors, and unique circumstances and their implications for the choice of portfolio assets.
LOS : Explain the specification of asset classes in relation to asset allocation.
LOS : Describe the principles of portfolio construction and the role of asset allocation in relation to the IPS.
LOS : Describe how environmental, social, and governance (ESG) considerations may be integrated into portfolio planning and construction.
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