Learning outcomes
After studying this course, you should be able to:
recognise how typical client objectives and constraints impacts on asset allocation
set client risk and return objectives in the context of an asset allocation process
describe the reasons for a written investment policy statement and its major components
recognise typical client objectives and constraints and how these impact on portfolio choice
explain how to set client risk and return objectives in the context of an asset allocation process
OpenLearn - Asset allocation in investment

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