CFA Level 3
Portfolio Management and Wealth Planning

Asset Allocation for a Conservative Client Nearing Retirement

Very Easy Asset Allocation Asset Allocation Implementation

As an investment advisor, you are tasked with creating an asset allocation strategy for a conservative client who is nearing retirement. This client has expressed a desire for capital preservation, but also wants to achieve modest growth to outpace inflation. Please describe an appropriate asset allocation strategy that you would recommend for this client. Include considerations for various asset classes and explain how their characteristics align with the client’s goals.

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