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Portfolio Management: A Market-Class guide to Investment Management by John Bonner, Marcus Rees

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Chapter 9. Framework and Asset Allocation

OBJECTIVES

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 ...

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