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1.Describe the reasons for a written investment policy statement (IPS) 2.Describe the main components of an IPS 3.Describe the principles of portfolio construction and the

1.Describe the reasons for a written investment policy statement (IPS)

2.Describe the main components of an IPS

3.Describe the principles of portfolio construction and the role of asset allocation in relation to the IPS

4.Describe how ESG considerations may be integrated into portfolio planning and construction

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