新用戶掃碼下載
掃碼下載APP
及時接收最新考試資訊及
備考信息
"Portfolio Management":Performance measurement
學習是一個不斷積累的過程，每天學習一點，每天進步一點！為了幫助大家更高效地備考2021年CFA考試，正保會計網校每日為大家上新CFA習題供大家練習。讓網校與您一起高效備考2021年CFA考試，夢想成真！
Questions 1:
The strategic asset allocation and portfolio rebalancing policy are most likely addressed in which section of an investment policy statement?
A、 Appendices
B 、Investment objectives
C、 Procedures
Questions 2:
Which of the following is least likely a part of the execution step of the portfolio management process?
A、 Security analysis
B、 Portfolio construction
C、 Performance measurement
View answer resolution
【Answer to question 1】A
【analysis】
A is correct. Information related to strategic asset allocation and portfolio rebalancing policy would be placed in the appendices of an investment policy statement.
B is incorrect because this section contains information on the client’s objectives when investing.
C is incorrect because this section contains information on the steps to take to keep the investment policy statement current and the procedures to follow to respond to various contingencies.
【Answer to question 2】C
【analysis】
C is correct. Performance measurement is a part of the feedback step of the portfolio management process. The execution step includes asset allocation, security analysis, and portfolio construction.
A is incorrect. Security analysis is a part of the execution step of the portfolio management process.
B is incorrect. Portfolio construction is a part of the execution step of the portfolio management process.
成功=時間+方法，自制力是這個等式的保障。世上無天才，高手都是來自刻苦的練習。而人們經常只看到“牛人”閃耀的成績，其成績背后無比寂寞的勤奮。小編相信，每天都在勤奮練習，即使是一點點的進步，大家一定可以成為人人稱贊的“牛人”。
學員討論（0）
推薦閱讀
新用戶掃碼下載
京公網安備 11010802044457號
