CFA level III essay questions 2014
➤ Gửi thông báo lỗi ⚠️ Báo cáo tài liệu vi phạmNội dung chi tiết: CFA level III essay questions 2014
CFA level III essay questions 2014
Level HI3010 14The Morning Session of the 2014 Level III CFA6 Examination has 11 questions. For grading purposes, the maximum point value for each que CFA level III essay questions 2014 estion is equal to the number of minutes allocated to that question.QuestionTopicMinutes1Portfolio Management - Individual202Portfolio Management - Individual193Portfolio Management - Equity174Portfolio Management - Economics155Portfolio Management - Institutional166Portfolio Management - Institutio CFA level III essay questions 2014 nal167Portfolio Management - Fixed Income118Portfolio Management - Asset Allocation159Portfolio Management - Risk Management1510Portfolio Management -CFA level III essay questions 2014
Trading, Monitoring, andRebalancing1911Portfolio Management - Individual Behavioral17Total:180Page 23010 14QUESTION 1 HAS FIVE PARTS (A. B. c, D. E) Level HI3010 14The Morning Session of the 2014 Level III CFA6 Examination has 11 questions. For grading purposes, the maximum point value for each que CFA level III essay questions 2014 l currency. Scolari is preparing an IPS for Louis and .Marie Crusoe, ages 53 and 51.The Crusoes are married and have both worked for the same company their entire careers. They would like to retire in four years and spend time traveling. The Crusoes have one daughter who is preparing to attend unive CFA level III essay questions 2014 rsity.Scolari reviews the Crusoes’ assets. Their taxable investment portfolio totals USD 1,400.000 and is currently allocated 22% to equities and 78%CFA level III essay questions 2014
to fixed income. The Cmsoes have accumulated an asset base that they think will be large enough to meet their retirement needs. Neither Louis nor MariLevel HI3010 14The Morning Session of the 2014 Level III CFA6 Examination has 11 questions. For grading purposes, the maximum point value for each que CFA level III essay questions 2014 r employment income during the next four years. Their annual savings are USD 35.000. which are transferred directly into their investment portfolio and immediately invested in the existing asset allocation. Their only debt is a home mortgage of USD 25,000, which they plan to pay off in the next few CFA level III essay questions 2014 weeks. The Crusoes also plan to establish a USD 60.000 fund in the next few weeks to cover the university tuition for their daughter.In preparing theCFA level III essay questions 2014
IPS, Scolari concludes that the Crusoes have a below-average risk tolerance.A.Justify, with Aco reasons. Scolari’s conclusion that the Crusoes have a Level HI3010 14The Morning Session of the 2014 Level III CFA6 Examination has 11 questions. For grading purposes, the maximum point value for each que CFA level III essay questions 2014 ng year. Show your calculations.3 minutes (Answer 1-B on page 5)A few weeks later, after the planned cash outflows, the current value of the Crusoes’ investment portfolio is USD 1.33O.OOO. Scolari has determined that when the couple retires four years from today, a portfolio valued at USD 2.200.000 CFA level III essay questions 2014 could sustain them through their retirement years.Given their risk tolerance. Scolari expects the Cnisoes to earn an after-tax return of 4.5% per yearCFA level III essay questions 2014
on their current portfolio and any additions to the portfolio prior to retirement. The Crusoes believe they can continue to save an after-tax total oLevel HI3010 14The Morning Session of the 2014 Level III CFA6 Examination has 11 questions. For grading purposes, the maximum point value for each que CFA level III essay questions 2014 retire in four years in accordance with their existing plan. Show your calculations.Note: l or the purpose of this calculation, annual savings should be considered an end-of-year cash flow.5 minutes (Answer 1-C on page 6) CFA level III essay questions 2014 Level HI3010 14The Morning Session of the 2014 Level III CFA6 Examination has 11 questions. For grading purposes, the maximum point value for each queGọi ngay
Chat zalo
Facebook