Folder:
115 CFA
File:
115.100.01.03 Portfolio Management - Reading 51 - 3. Steps in the Portfolio Management Process

3. Steps in the Portfolio Management Process

d. describe the steps in the portfolio management process;

What are the three steps of the portfolio management process?
1. Planning
2. Execution
3. Feedback

What is an Investment Policy Statement (IPS)?
The IPS covers the types of risks the investor is willing to assume along with the investment goals and constraints.


Source:
  • CFA