FinQuiz level3 mock2017 version1 JuneAMSolutions

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Nội dung chi tiết: FinQuiz level3 mock2017 version1 JuneAMSolutions

FinQuiz level3 mock2017 version1 JuneAMSolutions

odi Exam 1 - Solutions (AM)FinQuiz.com - r' Mock Exam 2017 (AM Session)The morning session of the 2017 Level III CFA Examination has 9 questions. For FinQuiz level3 mock2017 version1 JuneAMSolutions

grading purposes, the maximum point value for each question is equal to the number of minutes allocated to that question.QuestionsTopicMinutes1Portfol

FinQuiz level3 mock2017 version1 JuneAMSolutions

io Management - Individual Investor362Portfolio Management - Institutional Investors283Portfolio Management - Economics104Portfolio Management - Asset

s reserved.CFA Level III Mock Exam 1 - Solutions (AM)QUESTION 1 HAS FOUR PARTS (A, B, c, D) FOR A TOTAL OF 36 MINUTES.Simon Becker is a 45 years old s FinQuiz level3 mock2017 version1 JuneAMSolutions

tock broker al p.s. Salow, a well-rcspcclcd firm with a long history. Simon is sitting down with J.D. Smithson, the advisor that manages his retiremen

FinQuiz level3 mock2017 version1 JuneAMSolutions

t portfolio, to plan his retirement and other needs.Simon has done well and would like to retire in ten years. He is married and his two twin boys wil

FinQuiz level3 mock2017 version1 JuneAMSolutions like to give them a one-time gift of $25,000 each when they move out.Simon and his wile, who works as a medical examiner, would like to retire and bu

y a vacation home in Miami. which will cost about S200.000. They currently rent a home and have no significant debts or mortgages.The Becker’s current FinQuiz level3 mock2017 version1 JuneAMSolutions

ly have an investment portfolio of SI.250.000 in a money market account. They would like to buy an annuity for S2.000.000 when they retire that will c

FinQuiz level3 mock2017 version1 JuneAMSolutions

over their annual expenses. While the Beckers have worked hard to fund their portfolio to this point, they do not want to contribute any more for thei

FinQuiz level3 mock2017 version1 JuneAMSolutions life savings to speculative investments. He feels that he and his wife have worked hard to save up and are pretty well set for their retirement.A.For

mulate each of the following constraints for Mr. Becker’s investment policy statement (IPS):i.time horizonii.unique circumstancesiii.liquidity’(6 minu FinQuiz level3 mock2017 version1 JuneAMSolutions

tes)B.State the return objective and risk tolerance statement for Mr. Becker’s TPS. Risk tolerance should include ability, willingness and an overall

FinQuiz level3 mock2017 version1 JuneAMSolutions

tolerance.(12 minutes)c. Calculate the required average annual pretax nominal rate of return for the TPS. Show your calculations.(9 minutes)