X-A chapters / Module 5: Portfolio Construction, Performance Monitoring and Evaluation
Chapter 15. Portfolio Construction Process
How to build a client portfolio: asset allocation, the IPS, objectives and constraints, exposure limits, ESG preferences, investor profiling, benchmarking and rebalancing.
Total watch time 23 min · Hindi audio
Key topics
- Asset allocation and correlation across asset classes
- Investment Policy Statement: objectives and constraints
- Exposure limits by sector, entity and asset class
- Sustainable (ESG) and ethical investing
- Investor profiling: BB&K personalities and life-cycle phases
- Strategic vs. tactical allocation and rebalancing
Chapter test
25 multiple-choice questions with explanations. Score 60% or more to complete this chapter.
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