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Investment strategies (Strategic asset allocation (BEH strategy is adapted…
Investment strategies
Strategic asset allocation
BEH strategy is adapted
Indexing
Rebalancing
Core Satelite approach
Basic strategies
Passive management
Active management
Steps in the portfolio management process
Planning step:
Execution step
Portfolio construction
Feedback step
3 dimensions du risque
Personnal risk
Market risk
Aspirational risk
Tactical asset allocation & security selection
Security selection
Style investment