ASSIGNMENT
l Discuss the three steps in the portfolio management process
l Describe the elements of an Investment Policy statement
l Compare and contrast different investment objectives
2.2 Action Required:
Kindly go through the video link and pdf file
l https://www.cfainstitute.org/-/media/documents/article/position-paper/investment-policy-statement- individual-investors.pdf
l https://youtu.be/tVt7UQA0RAQ – An Introduction to Portfolio Management
2.3 Test your Knowledge (Question):
l Describe the different types of Investment Constraints
l Discuss the Elements of an Investment Policy Statement
2.4 Instructions
l Answer the question available in the “Test your Knowledge” section.
l Post your answer in the discussion board using the discussion link below
(Module 2: Interactive Learning Discussion) |
