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:

Organizational Buying Process

The sequence of steps a business follows when making a purchase decision, including the identification of needs, evaluation of options, and final selection.

Purchase Agreement

A legal document outlining the terms and conditions of a transaction between a buyer and a seller.

Dollar Value

The worth of something measured in units of currency, often used in financial and economic contexts.

Organizational Buying

This involves the decision-making process by which formal organizations establish the need for purchased products and services and identify, evaluate, and choose among alternative brands and suppliers.