Overview
Learn to master asset allocation principles and investment governance through a 21-minute educational video designed for CFA® Level III exam preparation. Explore key learning outcomes including effective investment governance, economic balance sheet formulation, and mean-variance optimization techniques for asset allocation. Practice constructing and justifying asset allocation recommendations using the Wellspring case study, while developing skills to interpret economic balance sheets and their implications for portfolio management. Gain practical insights into applying mean-variance optimization methods to create and evaluate optimal asset allocation strategies that align with client objectives and market conditions.
Syllabus
Asset Allocation – Constructed Response Set – Wellspring – (Level III CFA®)
Taught by
AnalystPrep