About this Lecture

This lecture instructs IMAC candidates on the process for the design of a strategic investment plan for a portfolio to meet client goals, that applies equally to a small retail client or a very large institutional client including:

• the four-stage Portfolio Construction Cycle;
• the key components of the Design phase;
• setting the investment objectives and constraints;
• developing the Neutral Asset Allocation including an example;
• determining the Active Decisions for the portfolio (if any);
• designing the Implementation Plan in three steps; and,...