Reading 14: Managing Individual Investor Portfolios －LOS m criteria, allocation, individual, 2009, class

mayanfang1

Q3. If more than one allocation exists after elimination via return and risk criteria, the advisor then can eliminate those that do NOT meet an individual’s:

A)   unique considerations.

B)   familial heritage

C)   acquaintance recommendations.

Q4. After selecting allocations based on a return objective criterion, the process of elimination for selecting the appropriate individual investor allocation can next use which of the following factors?

A)   Unique considerations.

B)   Risk objective.

C)   Liquidity constraint.

rawrdinosaur

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deqiang

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suodi

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思霖

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leeyaoxee

Thanks.

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