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)A, B, and C
E)none of the above

Question

Quizplus · Accepted Answer

The feedback phase involves adjusting the investment strategy based on changes in expectations and objectives, rather than initial data or optimal allocation details.

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