QUESTIONS 7, 8, AND 9, INCLUDING GUIDELINE ANSWERS (STUDY SESSION 9) A...

3. - L3 MOCK SAMPLE EXAM CFA LEVEL III GUIDELINE ANSWERS 2004
L3 MOCK SAMPLE EXAM CFA LEVEL III GUIDELINE ANSWERS 2004
3. “Structuring the Global Investment Process,” Ch. 13, International Investments, 5

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edition, Bruno Solnik and Dennis McLeavey (Addison Wesley, 2003) Purpose: To test the candidate’s ability to critique an existing asset allocation for an individual investor and develop an appropriate asset allocation based on an investment policy statement. LOS: The candidate should be able to “Managing Individual Investor Portfolios” (Study Session 9) j) distinguish between an individual investor’s ability to take risk and willingness to take risk.