Quiz: Core Satellite versus Alpha Swing manager, invested, following, 2011

cfa10yrplan

Only 20% of the fund is invested with a Passive indexing manager and 80% is to Active alpha managers. This fund is following a:

A) Core-satellite approach
B) Not Core-Satellite
C) Alpha Swing

NB: Alpha Swing-- search for this term in CFAI book grey box example



Edited 1 time(s). Last edit at Tuesday, May 24, 2011 at 08:37AM by jbaphna.

Roflnadal

Got lost in what Alpha Swing mean

So let me select A.

Windjammer

A

I say this because I saw a question that said the passive core does not have the be the majority of the portfolio to be considered a core-satelite.

No idea about alpha swing

IAmNeil

man, if this is what CFAI stoops to on the test why even bother? based on a quick search, alpha swing never appears as a phrase.

ll11

cookthebook I may be cooking up things in my head- need a break

mik82

The correct answer is still A

"Alpha Core + Swing Assets" introduced in example on v5 page 13 blur the lines a bit. But it's too fine grained to sweat this, moving on.

former

A

NO EXCUSES