Which of the Following Are Functions That a Portfolio Manager

question 31

Multiple Choice

Which of the following are functions that a portfolio manager should perform for clients?

• A) determine investment objectives and constraints, diversify the portfolio, and eliminate tax payments
• B) determine investment objectives, diversify the portfolio, maintain ethical standards, and eliminate tax payments
• C) determine investment objectives and constraints, diversify the portfolio, and maintain ethical standards
• D) determine constraints, diversify the portfolio, and eliminate tax payments
• E) determine investment objectives and constraints, diversify the portfolio, eliminate tax payments, and achieve risk adjusted return superior to the relevant benchmark

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Definitions:

Information-Age Workers

Employees whose roles are primarily focused on the creation, processing, and management of information, characteristic of the digital era.

Persuasion

The act or process of influencing someone's beliefs, attitudes, or actions through argument, reasoning, or appeal to emotion.

Levels of Management

The hierarchical layers of management in an organization, typically including top-level, middle-level, and lower-level management.

Direct-Mail Messages

Targeted communication sent through postal mail to advertise or inform recipients about products, services, or events.