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Portfolio Risk and Return - Part I Learning Objectives Coverage LO1: Describe characteristics of the major asset classes that investors consider in forming portfolios Core Concept Asset classes are broad categories of investments with similar characteristics, risk-return profiles, and correlations t...
Basics of Portfolio Planning and Construction Learning Objectives Coverage LO1: Describe the reasons for a written investment policy statement (IPS) Core Concept exam-focus An Investment Policy Statement (IPS) is a written document that captures a client’s investment objectives and constraints, serv...