The Execution Phase of the CFA Institute's Investment Management Process

question 77

Multiple Choice

The execution phase of the CFA Institute's investment management process

• A)uses data about the client and capital market.
• B)uses details of optimal asset allocation and security selection.
• C)uses changes in expectations and objectives.
• D)All of the options
• E)None of the options

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Definitions:

Marketing Research Process

An organized series of steps taken to gather and analyze information to help in marketing decision-making.

Secondary Data

Information that has been previously collected and published by others, used for research or analysis.

Census Data

Information collected through a comprehensive survey of a population, detailing demographic, social, and economic profiles.

Trade Association

is an organization founded and funded by businesses that operate in a specific industry, aimed at promoting their collective interests.