An Asset Allocation Plan Should Consider Which of the Following

question 84

Multiple Choice

An asset allocation plan should consider which of the following factors?
I. economic outlook
II. capital preservation
III. changing investment goals
IV. investor risk tolerance

• A) II only
• B) II, III and IV only
• C) I, III and IV only
• D) I, II, III and IV

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Definitions:

Delay Gratification

The ability to resist the temptation for an immediate reward and wait for a later reward, often considered a sign of emotional intelligence and self-control.

Belongingness Needs

are psychological needs for interpersonal connections, love, affection, and being part of a group, considered essential for human well-being.

Self-esteem Needs

Refers to the requirement for respect, self-worth, and positive self-regard, considered essential for psychological health and well-being.

Self-transcendence Needs

The need to experience a sense of meaning beyond the individual self, often involving spiritual or altruistic elements.