CFA level3, 레벨3 [공통과정] 2 Portfolio Construction (전과목 보유)

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1. Portfolio Construction

포트폴리오 구축에 대한 개요를 다루고 있습니다. 주식 포트폴리오 관리, 채권 포트폴리오 관리, 대체투자 자산배분, 개인자산관리, 기관투자자 포트폴리오 관리, 거래비용 및 전자거래 시장, 기관투자자 포트폴리오 관리 사례 등 다양한 주제를 다루고 있습니다.

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1. Portfolio Construction

Portfolio construction is a critical aspect of investment management, as it involves the strategic allocation of assets to achieve specific investment goals and risk-return profiles. The process of portfolio construction requires careful consideration of various factors, including an investor's risk tolerance, investment horizon, and financial objectives. One of the key principles of portfolio construction is diversification, which involves investing in a variety of asset classes, such as stocks, bonds, real estate, and alternative investments, to reduce overall portfolio risk. By diversifying investments, investors can potentially mitigate the impact of market volatility and reduce the risk of significant losses in any one asset class. Another important consideration in portfolio construction is asset allocation, which involves determining the appropriate mix of different asset classes based on an investor's risk profile and investment goals. This process typically involves analyzing historical performance data, market trends, and economic conditions to identify the optimal allocation of assets that can provide the desired level of return while managing risk. Additionally, portfolio construction should take into account the investor's investment horizon and liquidity needs. For example, investors with a longer investment horizon may be able to allocate a larger portion of their portfolio to riskier assets, such as stocks, while those with shorter-term investment goals may need to focus more on fixed-income investments or cash equivalents. Overall, effective portfolio construction is a complex and ongoing process that requires a deep understanding of investment principles, market dynamics, and individual financial circumstances. By carefully considering these factors and regularly reviewing and adjusting their portfolio, investors can increase their chances of achieving their long-term financial goals.

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