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Which of the following is not a typical portfolio constraint?


What are the 5 investment constraints?

Definition. Portfolio Constraints denote a set of conditions of legal or quantitative nature that in addition to the Eligibility Criteria determine whether any particular financial asset can be part of a securitisation portfolio.

What are portfolio constraints?

The constraints are: liquidity needs, time horizon, taxes, legal and regulatory factors, and unique needs and preferences. Risk tolerance is included in the investment objectives of the policy statement, not in the constraints.

Which type of investing allows control of the total portfolio?

Style investing allows control of the total portfolio to be shared between the investment managers and a knowledgeable sponsor. e. None of the above (all are true statements) Which of the following is not considered an asset allocation strategy?

What makes it difficult for a taxable portfolio to maintain value?

An asset allocation decision for a taxable portfolio that does not include a substantial commitment to common stocks may make it difficult for the portfolio to maintain real value over time. Which of the following statements is TRUE?

Why do we need a policy statement for a portfolio?

concurrent with the spending phase, the portfolio will provide sufficient income to meet expenses, plus a reserve for uncertainties policy statement assists the investor in establishing realistic investment goals as well as providing a benchmark by which a portfolio manager's performance may be measured.


Which of the following is not a typical portfolio constraint? A) Liquidity needs B) Risk tolerance C) Time horizon D) Tax concerns E) Legal factors Correct Answer: Access For Free Review Later Choose question tag 10+ million students use Quizplus to study and prepare for their homework, quizzes and exams through 20m+ questions in 300k quizzes.




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