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Learning Outcome Statements PDF Download
|1. The Investment Policy Statement and its Major Components|
a. describe the reasons for a written investment policy statement (IPS);
b. describe the major components of an IPS;
|2. Investment Risk and Return Objectives, and Risk Tolerance|
c. describe risk and return objectives and how they may be developed for a client;
d. explain the difference between the willingness and the ability (capacity) to take risk in analyzing an investor's financial risk tolerance;
|3. Investment Constraints|
e. 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. Portfolio Construction|
f. explain the specification of asset classes in relation to asset allocation;
g. 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|
h. describe how environmental, social, and governance (ESG) considerations may be integrated into portfolio planning and construction.