5 essential portfolio construction components

Annika Bradley | Lodrino | 25 June 2019

Portfolio construction, the act of designing a portfolio, is multi-faceted and should be iterative. As I see it, there are five components essential to designing the optimal portfolio: 

  1. know your client;

  2. understand their investment philosophy;

  3. consider their governance framework;

  4. apply the key elements of the portfolio con...

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