Portfolio Construction Case Study: Avalon - CFA Level III

Learn to solve a constructed response case focused on equity portfolio management through a 17-minute educational video that examines key learning outcomes for the CFA® Level III exam. Master essential concepts including the role of equities in portfolios, equity manager investment universe segmentation, portfolio income and cost considerations, and shareholder engagement benefits. Practice applying these concepts through the Avalon case study while developing the analytical skills needed for portfolio construction questions on the exam.