Portfolio Management

Question 1

collection of investment tools such as stocks, shares, mutual funds, bonds, cash and so on depending on the investor’s income, budget and convenient time frame.

Answer 1

Portfolio

Question 2

art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.

Answer 2

Portfolio Management

Question 3

your investments should be matched with your need for the money.

Answer 3

Investment Horizon

Question 4

It is common for the financial industry to base your asset allocation _________, ___________, and __________.

Answer 4

risk capacity, risk tolerance, need for risk

Question 5

one of the most important investing concepts, yet is often used incorrectly.

Answer 5

Diversification

Question 6

____________ you choose can have a big impact on your performance and your expenses.

Answer 6

Type of investment vehicle

Question 7

Find an individual or service that corresponds with your philosophy and beliefs

Answer 7

Guidance

Question 8

Factors to consider in managing portfolio

Answer 8

Investment Horizon
Risk Tolerance
Diversification
Investment Vehicle
Guidance

Question 9

An individual who understands the client’s financial needs and designs a suitable investment plan as per his income and risk taking abilities

Answer 9

Portfolio Manager

Question 10

an individual authorizes a portfolio manager to take care of his financial needs on his behalf.

Answer 10

Discretionary Portfolio Management Services

Question 11

the portfolio manager deals with a fixed portfolio designed to match the current market scenario.

Answer 11

Passive Portfolio Management

Question 12

actively involved in buying and selling of securities to ensure maximum profits to individuals

Answer 12

Active Portfolio Management