Basics of Portfolio Planning and Construction

Explain the importance of an investor policy statement (IPS) and identify the risk objectives, return objectives, and constraints a client may face.
  1. Introduction
  2. Describe the reasons for a written investment policy statement (IPS)
  3. Describe the major components of an IPS
  4. Describe risk and return objectives and how they may be delivered for a client
  5. Distinguish between the willingness and the ability (capacity) to take risk in analyzing an investor’s financial risk tolerance
  6. 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
  7. Explain the specification of asset classes in relation to asset allocation
  8. Describe principles of portfolio construction and the role of asset allocation in the relation to IPS
  9. Describe how environmental, social, and governance (ESG) considerations may be integrated into portfolio planning and construction