Ask Management Theories Expert

problem 1: In an investment policy statement of the objectives of an investor are expressed in terms of:

a) Risk and return.
b) Risk.
c) Return.
d) Time horizon.
e) Liquidity needs.

problem 2: Which of the given is not a step in the portfolio management process?

a) Develop a policy statement.
b) Study current financial and economic conditions.
c) Construct the portfolio.
d) Monitor investor's requirements and market conditions.
e) Sell all assets and reinvestment proceeds at least once a year.

problem 3: The first step in the investment process is the development of a(n):

a) Objective statement.
b) Policy statement.
c) Financial statement.
d) Statement of cash needs.
e) Statement of cash flows.

problem 4: Which of the given is not considered to be an investment objective?

a) Capital preservation.
b) Capital appreciation.
c) Current income.
d) Total return.
e) None of the above.

problem 5: ____ refer(s) to the ability to convert assets to cash quickly and at a fair market price and often increase(s) as one approach the later phases of the investment life cycle.

a) Liquidity needs.
b) Time horizons.
c) Liquidation values.
d) Liquidation essentials.
e) Capital liquidations.

problem 6: The policy statement might comprise a ____ against that a portfolio's or portfolio manager's performance can be measured.

a) Milestone.
b) Benchmark.
c) Landmark.
d) Reference point.
e) Market pair.

problem 7: Asset allocation is:

a) The process of dividing funds into asset classes.
b) Concerned with returns variability.
c) Concerned with the risk associated with different assets.
d) Concerned with the relationship among investment’s returns.
e) All of the above.

problem 8: Research has shown that the asset allocation decision describes ____% of the variation in fund returns across all funds and ____% of the variation in returns for a specific fund over time.

a) 90 and 100.
b) 100 and 40.
c) 90 and 40.
d) 40 and 100.
e) 40 and 90.

problem 9: Once the portfolio is constructed, it should be continuously:

a) Rebalanced.
b) Recycled.
c) Reinvested.
d) Monitored.
e) Manipulated.

problem 10: Which of the given statements is false?

a) Unrealized capital gains are taxable.
b) Realized capital gains are taxable.
c) Tax-exempt investments are attractive to individuals with high tax liabilities.
d) Returns comparisons should be made on an equivalent tax basis.
e) Tax exempt investors prefer tax exempt investments.

Management Theories, Management Studies

  • Category:- Management Theories
  • Reference No.:- M93408

Have any Question?


Related Questions in Management Theories

Assignment -for this assignment analyze and discuss your

Assignment - For this assignment, analyze and discuss your personal leadership style. Based on your experiences, current readings, work experience, education, and use of self-assessment instruments describe what you thin ...

Assignment -personal reflection 1 -instructions - watch

Assignment - Personal Reflection 1 - Instructions - Watch Milgram's obedience video: Milgram Experiment Proves We Blindly Obey Authority. Consider the following. Christ called his disciples to follow him (Mark 1:17). He ...

Assignment -instructions - please follow instructions for

Assignment - Instructions - Please follow instructions for all for Personal Learning Journal. And each personal learning journal should be of 300words. Each student will keep a personal journal to reflect and record thei ...

Healthcare information technology overview the current

Healthcare Information Technology Overview: The current healthcare industry utilizes a plethora of healthcare information technology (HIT) systems. HIT systems are designed to enhance quality outcomes, prevent adverse ev ...

Archetypes in actionsenge ross smith roberts amp kleiner

Archetypes in Action Senge, Ross, Smith, Roberts, & Kleiner (1994) noted: At its broadest level, systems thinking encompasses a large and fairly amorphous body of methods, tools, and principles, all oriented to looking a ...

Assessment descriptionyou are required to read the

Assessment Description You are required to read the following journal article article: 1. How Risky is Your Company? HBR. May-June 1999 You are also required to read a fictional case study based on a company that will be ...

Discussion - this discussion deals with the important topic

Discussion - This Discussion deals with the important topic of whether money is a motivator for increased job performance and satisfaction. Look at your own history of how you have been compensated, what problems you saw ...

Question - choose a product or technology interview five

Question - Choose a product or technology. Interview five consumers who buy that product and ask them what major problems they have with the product (or what major things they dislike about it). Then ask them to describe ...

Questions -1 choose an industry and then use the library or

Questions - 1. "Choose an industry and then use the library or the Internet to find data from secondary sources that will be highly useful in developing a marketing plan." Start thinking of the industry that relates to t ...

Developing leaders and organisations assessment - report on

Developing, Leaders and Organisations Assessment - Report on Promoting Individual Informal Workplace Learning Brief - You are the newly-appointed Human Resource Advisor in a medium-sized business that employs approximate ...

  • 4,153,160 Questions Asked
  • 13,132 Experts
  • 2,558,936 Questions Answered

Ask Experts for help!!

Looking for Assignment Help?

Start excelling in your Courses, Get help with Assignment

Write us your full requirement for evaluation and you will receive response within 20 minutes turnaround time.

Ask Now Help with Problems, Get a Best Answer

Why might a bank avoid the use of interest rate swaps even

Why might a bank avoid the use of interest rate swaps, even when the institution is exposed to significant interest rate

Describe the difference between zero coupon bonds and

Describe the difference between zero coupon bonds and coupon bonds. Under what conditions will a coupon bond sell at a p

Compute the present value of an annuity of 880 per year

Compute the present value of an annuity of $ 880 per year for 16 years, given a discount rate of 6 percent per annum. As

Compute the present value of an 1150 payment made in ten

Compute the present value of an $1,150 payment made in ten years when the discount rate is 12 percent. (Do not round int

Compute the present value of an annuity of 699 per year

Compute the present value of an annuity of $ 699 per year for 19 years, given a discount rate of 6 percent per annum. As