Book Details


Portfolio Management in Practice, Volume 2: Asset Allocation Workbook / CFA Institute

Publication year: 2020

ISBN: 1119788080

Internet Resource: Please Login to download book

This workbook covers: Setting capital market expectations to support the asset allocation process Principles and processes in the asset allocation process, including handling ESG-integration and client-specific constraints Allocation beyond the traditional asset classes to include allocation to alternative investments The role of exchange-traded funds can play in implementing investment strategies

Subject: Finance, Investment, Finance & Investments, Investments & Securities, Asset allocation, Portfolio management