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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

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OpenLearn - Asset allocation in investment
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