Wealth Management
CFA Investment Management Planning
💼

CFA Investment Management Planning

"CFA Investment Management Planning" is a comprehensive workflow to tailor optimal investment strategies, monitor portfolio performance, and adjust to market conditions.
1
Define the Investment Policy Statement
2
Identify client investment objectives
3
Evaluate client risk tolerance
4
Gather client financial information
5
Examine market conditions
6
Establish asset allocation strategy
7
Select suitable investment products
8
Approval: Asset and Investment Selections
9
Create an investment proposal
10
Conduct performance measurement
11
Monitor investment portfolio
12
Adjust investment strategy to changing market conditions
13
Prepare client updates and reports
14
Approval: Client Reports
15
Meet with client for performance review
16
Revise client investment plan
17
Monitor regulatory changes