MANAGING INVESTMENT PORTFOLIOS

1. - L3 MOCK SAMPLE EXAM CFA LEVEL III GUIDELINE ANSWERS 2006
L3 MOCK SAMPLE EXAM CFA LEVEL III GUIDELINE ANSWERS 2006
1. Managing Investment Portfolios: A Dynamic Process, 3

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edition (CFA Institute, forthcoming) A. “Asset Allocation,” Ch. 5, William F. Sharpe, Peng Chen, Jerald E. Pinto, and Dennis W. McLeavey B. “Managing Individual Investor Portfolios,” Ch. 3, James W. Bronson, Matthew H. Scanlan, and Jan R. Squires Purpose: To test candidate’s ability to determine an appropriate asset allocation for an individual investor. LOS: The candidate should be able to: