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:

Obstacles

Barriers or hindrances that impede progress or achievement.

Superordinate Goal

A shared objective that can only be achieved through the cooperation and effort of all parties involved, often used to unify groups in conflict.

Needs

Needs are essential requirements or necessities for individuals or communities to function and thrive.

Interests

The underlying needs, desires, or motivations that individuals or groups seek to fulfill through negotiation or other means.