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CFA Level 3
Portfolio Management and Wealth Planning

Fundamental Aspect of Portfolio Monitoring

Very Easy Trading & Rebalancing Portfolio Monitoring

As a financial advisor, you are tasked with monitoring a client's investment portfolio to ensure it aligns with their risk tolerance and investment objectives. The portfolio consists of a mix of equities, bonds, and alternative investments. Regular monitoring is critical in portfolio management as it helps in assessing performance against benchmarks and identifying any necessary adjustments. Which of the following best describes a fundamental aspect of portfolio monitoring?

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