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CFA Level 1
Portfolio Management

Constructing a Conservative Portfolio

Medium Investment Policy And Allocation Portfolio Construction

Angela is a portfolio manager tasked with constructing a balanced portfolio for a conservative investor. The investor expresses a preference for avoiding high volatility assets and is primarily focused on capital preservation while achieving a modest return above inflation. Angela has access to various asset classes including equities, fixed income, real estate, and commodities.

Which of the following portfolio construction strategies would most likely align with the investor's objectives?

Hint

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% Correct91%