Investment Solutions

Question 1

Bank step of offering architecture

Answer 1

1. Finance
2. protect and give
3. Business
4. pay and save

Question 2

3 different models and styles when structuring a portfolio

Answer 2

1. single security investing
2. bundled solutions
3. core/satellite investing

Question 3

Excess liquidity

Answer 3

= accumulated cash - ( consumption cash +cash for asset portfolio+ iron reserves)

Question 4

Client categories LCR 3

Answer 4

1. natural persons
2. wholesale non-financial clients
3. wholesale financial clients

Question 5

Managed advanced opportunity

Answer 5

• HNW
• higher than 100,000
• equity like
• Outperform global equity market
• high diversification, multi-asset classes

Question 6

3 ways of Hede Fund access

Answer 6

1. overall fund
2. discretionary mandate
3. stand-alone product (advised)

Question 7

Highest use Hedge Fund ( Manage) 2

Answer 7

20%: yield and balanced

Question 8

Equity

Answer 8

0-90%

Question 9

Exposure to provate markets 3

Answer 9

1. multi vintage private equity
2. partners group global value fund
3. STRIPE‘s single fund manager