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Basic Question 3 of 10

An asset allocation plan specifies ______.

A. the set of investments that minimizes an investor's tax obligations
B. how an investor's portfolio should be divided among various asset classes
C. the number of stocks an investor needs for adequate diversification
D. the average beta for an investor's portfolio

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I used your notes and passed ... highly recommended!
Lauren

Lauren

Learning Outcome Statements

explain the specification of asset classes in relation to asset allocation

describe the principles of portfolio construction and the role of asset allocation in relation to the IPS

CFA® 2025 Level I Curriculum, Volume 6, Module 4.