Question

Process of investment in financial assets

Answer 1

Answer:

•combine top-down macroeconomics with bottom-up, underlying Investment perspectives.

•Build well-diversified asset allocation portfolio linked to investor goals.

•create boundries for portfolios 'risk exposure and return potential.

•identify important market inflection points.

Answer 2

Answer:

There are basically 4 investment process steps that help you in selecting and investing in the best asset class according to your needs and preferences.

Step 1- Understanding the client.

Step 2- Asset allocation decision.

Step 3- Portfolio strategy selection.

Step 4- Asset selection decision.