
Investment Library
Goal-based portfolio construction
“Your client asks you to build a goal-based portfolio that can achieve CPI+5% per annum over-rolling
six year terms (which is part of a range), how do you build it?”. – Malcolm Holmes

“Your client asks you to build a goal-based portfolio that can achieve CPI+5% per annum over-rolling
six year terms (which is part of a range), how do you build it?”. – Malcolm Holmes
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