Chapter 9. Framework and Asset Allocation
1. Learn the principles of designing a portfolio and the importance of tracking your decision-making process.
2. Understand how to design a portfolio that incorporates your investment objectives, investment philosophy and investible universe.
3. Define your asset-allocation preferences on the basis of the theories that best apply to your management style.
PORTFOLIO MANAGEMENT FRAMEWORK
Definition: Designing your portfolio is the process of combining your investment objectives, investment philosophies and investible universe into a finite number of investments, weighted appropriately.
The process of crafting an optimal portfolio can be incredibly complex and perhaps overwhelming. It is best ...