Asset Allocation –Constructed Response Set – Wellspring – (Level III CFA®)
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 Published On Premiered Oct 8, 2024

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Learning Outcomes Examined:
LM3: Overview of Asset Allocation
LOS: Describe elements of effective investment governance and investment
LOS: Formulate an economic balance sheet for a client and interpret its implications for asset allocation.

LM: 4: Principles of Asset Allocation
LOS: Describe and evaluate the use of mean-variance optimization in asset allocation.
LOS: Recommend and justify an asset allocation using mean-variance optimization.

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