Asset allocation should be reviewed when the investment environment changes to ensure it remains suitable for the client’s objectives. The feedback from the document states:
"In general terms, an equity weighting of less than 25% is considered conservative and more than 75% is considered aggressive. Only if the client is very aggressive should the weighting of his equity component reach 90%."
[Reference: Chapter 8 – Constructing Investment PortfoliosLearning Domain: Understanding Investment Products and Portfolios, , , ]
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