Business | Portfolio Construction – Asset Allocation, Optimization & Rebalancing
  • Type Validation
  • Level Foundational
  • Time Hours
  • Cost Free
Additional Details

Business | Portfolio Construction – Asset Allocation, Optimization & Rebalancing

Issued by FactSet

This earner has demonstrated an understanding of the Portfolio Construction process, how Asset Allocation, Optimization, and Rebalancing contribute to this workflow, and how FactSet supports these activities.

  • Type Validation
  • Level Foundational
  • Time Hours
  • Cost Free
Additional Details

Skills

Earning Criteria

  • This course provides an overview of Asset Allocation, Optimization and Rebalancing work collectively to create a robust and balanced investment strategy and the challenges managers face.
  • This badge is issued after achieving a passing score of 75% on an exam.