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Asset Allocation and Portfolio Construction Notes
FINS2643 - Wealth Management
2 Found helpful • 6 Pages • Topic Notes • Year: Pre-2021
Covers learning objectives: • Explain what is asset allocation and its importance. • Describe the key asset classes and their investment characteristics. • Explain the role of managed funds and derivatives for asset allocation. • Explain the concept and purpose of investment policy statement (IPS) • Perform graphic portfolio choice analysis using the efficient frontier when borrowing and lending rates are different. • Discuss the theory, evidence and implication of time horizon for equity investment risk and asset allocation. • Explain strategic, tactical, and dynamic asset allocation strategies. • Discuss the implication of market efficiencies for market timing and asset allocation. • Relate diversification, systematic risk and the GFC in the CAPM framework.
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