The feedback phase of the CFA Institute's investment management process
A) uses data about the client and capital market.
B) uses details of optimal asset allocation and security selection.
C) uses changes in expectations and objectives.
D) All of the options are correct.
E) None of the options are correct.

Question

Quizplus · Accepted Answer

The feedback phase involves adjusting the investment strategy based on changes in expectations and objectives, reflecting new information or changes in the client's situation or market conditions.

The Feedback Phase of the CFA Institute's Investment Management Process