◄Previous: Contents

# 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

◄Contents►Next: 1 Model portfolios and asset classes

OpenLearn - Asset allocation in investment
Except for third party materials and otherwise, this content is made available under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 Licence, full copyright detail can be found in the acknowledgements section. Please see full copyright statement for details.