Here’s another free Level III CFA® lesson to get you ready for exam day in June. This time, we’re covering one of the most common elements in the asset allocation process–eliminating investment options that aren’t a good fit.
Brush up on parts of Reading #8, which covers the allocation process, with this free video lecture featuring Darren Miller, one of Wiley’s top CFA instructors. We’ll dive further into this reading and the process in future lectures (so stay tuned).
This time though, we’ll be breaking down the key steps and considerations for eliminating a potential investment from your allocation mix on behalf of your clients, including institutional investors.
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