CFA Level 3 | Goals-based Asset Allocation: Minimum Expectation Returns

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CFA Level 3
Topic: Asset Allocation
Reading: Principles of Asset Allocation

In a goals-based asset allocation process, the advisor will identify client's goals, then match the goals to the portfolio modules, select the discount rate, determine the assets needed to fund the module, and allocate the capital to the sub-portfolios.

This video illustrates the calculation of the minimum expectations and how to select a module to allocate assets to based on the goals-based asset allocation approach.

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