TAILIEUCHUNG - Lecture Investments: Principles of portfolio and equity analysis: Chapter 7 - CFA Institute

Chapter 7 - Basics of portfolio planning and construction. This chapter is organized as follows: Section 2 discusses the investment policy statement, a written document that captures the client’s investment objectives and the constraints. Section 3 discusses the portfolio construction process, including the first step of specifying a strategic asset allocation for the client. Section 4 concludes and summarizes the reading. | Chapter 7 Basics of Portfolio Planning and Construction Presenter Venue Date This chapter is organized as follows: Section 2 discusses the investment policy statement, a written document that captures the client’s investment objectives and the constraints. Section 3 discusses the portfolio construction process, including the first step of specifying a strategic asset allocation for the client. Section 4 concludes and summarizes the reading. DISCLAIMER: Candidates should understand that this presentation is NOT a substitute for a thorough understanding of the CFA Program curriculum. This presentation is also NOT necessarily a reflection of all the knowledge and skills needed for candidates to successfully complete questions regarding this topic area on the CFA exam. 1 Reasons for a Written Investment Policy Statement (IPS) LOS: Explain the reasons for a written investment policy statement (IPS). Pages 296-297 The IPS is the starting point of the portfolio management process: It .

• Quỹ đầu tư
• Investment analysis
• Principles of portfolio
• Lecture Investments
• Equity analysis
• Portfolio management
• Portfolio planning
• Investment management
• Investment theory
• Investment environment
• Investment companies
• Time value of money
• Characteristics of investment
• Investment portfolio management
• Investment analysis & portfolio management
• Investment background
• Developments in investment theory
• Management of common stocks