Deep Dive: CFA® Level I Prep 2026

PORT - Basics of Portfolio Planning and Construction


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Focusing on practical implementation, this chapter explains the Investment Policy Statement—its key components, objectives, and constraints—and shows how client information feeds into capital-market expectations, strategic asset allocation, and ESG considerations when assembling portfolios. :contentReference[oaicite:3]{index=3}

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Deep Dive: CFA® Level I Prep 2026By Deep Dive Prep