CFA CFA Level 1 Question of the Week – Portfolio Management

Question of the Week – Portfolio Management

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    • AdaptPrep
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      Which of the following are least likely to be incorporated in an IPS?

      • General information on the client
      • Investment objectives
      • Stocks to invest in
    • AdaptPrep
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      Individual stocks are typically
      not included in the IPS. Stock picking is usually done by the portfolio
      manager. If the investor wanted to pick their own stocks, they typically don’t
      put those assets under management (and also pay the fees).

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