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← Basics of Portfolio Planning and Construction
describe how environmental, social, and governance (ESG) considerations may be integrated into portfolio planning and construction
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describe the principles of portfolio construction and the role of asset allocation in relation to the IPS
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explain the specification of asset classes in relation to asset allocation
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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
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explain the difference between the willingness and the ability (capacity) to take risk in analyzing an investor’s financial risk tolerance
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describe risk and return objectives and how they may be developed for a client
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describe the major components of an IPS
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describe the reasons for a written investment policy statement (IPS)
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Questions
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