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Chapter Overview • The elements in investment management process • Objectives of individual and institutional investors • Major classes of institutional investors • Investment for the long run INVESTMENTS | BODIE, KANE, MARCUS ©2018 McGraw-Hill Education 28-2 The Investment Management Process • The elements of the investment process • Planning: Establishing all the elements necessary for decision making (data about clients/capital markets) • Execution: Details of optimal asset allocation and security selection • Feedback: Adapting to changes in expectations and objectives and changes in portfolio composition INVESTMENTS | BODIE, KANE, MARCUS ©2018 McGraw-Hill Education 28-3 CFA Institute Investment Management Process INVESTMENTS | BODIE, KANE, MARCUS ©2018 McGraw-Hill Education 28-4 Components of the Investment Management Process INVESTMENTS | BODIE, KANE, MARCUS ©2018 McGraw-Hill Education 28-5 Components of the Investment Policy Statement INVESTMENTS | BODIE, KANE, MARCUS ©2018 McGraw-Hill Education 28-6
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