Asset allocation in investment

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