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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
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.
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.
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