Folder:
115 CFA
File:
115.100.04.02 Portfolio Management - Reading 54 - 2. Investment Risk and Return Objectives, and Risk Tolerance
2. Investment Risk and Return Objectives, and Risk Tolerance
c. describe risk and return objectives and how they may be developed for a client;
d. distinguish between the willingness and the ability (capacity) to take risk in analyzing an investor's financial risk tolerance;
(nothing that's not apparent)
Source:
- CFA
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- 115.100.04 Portfolio Management - Reading 54 - Basics of Portfolio Planning and Construction >> 115.100.04.02 Portfolio Management - Reading 54 - 2. Investment Risk and Return Objectives, and Risk Tolerance