“MONITORING AND REBALANCING” CH. 11, MANAGING INVESTMENT PORTFOLIO...

42. “Monitoring and Rebalancing” Ch. 11, Managing Investment Portfolios: A Dynamic Process, 3

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edition, Robert D. Arnott, Terence E. Burns, Lisa Plaxco, and Philip Moore (CFA Institute, 2007) V5 pp 369-370 and A29 Purpose: To test knowledge of monitoring and rebalancing concepts LOS: 2007-III-15-42-d, e, h, i, j