Portfolio Construction Process

Importance of Asset Allocation Decision

Sub-topic 1

Understanding Correlation Across Asset Classes and Securities

Sub-topic 2

Steps in Portfolio Construction Process

Sub-topic 3

Investment Objectives

Sub-topic 4

Investment Constraints

Sub-topic 5

Exposure Limits to Different Sectors Entities and Asset Classes

Sub-topic 6

Unique Needs and Preferences

Sub-topic 7

Assessment of Needs and Requirements of Investor

Sub-topic 8

Analysing the Financial Position of the Investor

Sub-topic 9

Psychographic Analysis of Investor

Sub-topic 10

Life Cycle Analysis of Investor

Sub-topic 11

Forecasting Risk and Return of Various Asset Classes

Sub-topic 12

Benchmarking the Clients Portfolio

Sub-topic 13

Asset Allocation Decision

Sub-topic 14

Portfolio Construction Principles

Sub-topic 15

Strategic Versus Tactical Asset Allocation

Sub-topic 16

Rebalancing of Portfolio

Sub-topic 17