- CFA Exams
- 2025 Level I
- Topic 9. Portfolio Management
- Learning Module 4. Basics of Portfolio Planning and Construction
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Learning Outcome Statements PDF Download
| 1. The Investment Policy Statement and its Major Components describe the reasons for a written investment policy statement (IPS) describe the major components of an IPS | |
| 2. Investment Risk and Return Objectives, and Risk Tolerance describe risk and return objectives and how they maybe developed for a client explain the difference between the willingness and the ability (capacity) to take risk in analyzing an investor's financial risk tolerance | |
| 3. Investment Constraints describe the investment constraints of liquidity, time horizon, tax concerns, legal and regulatory factors, and unique circumstances and their implications for the choice of portfolio assets | |
| 4. Asset Allocation and Portfolio Construction 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 | |
| 5. ESG Considerations in Portfolio Planning and Construction describe how environmental, social, and governance (ESG) considerations may be integrated into portfolio planning and construction |
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