組合管理中的考試知識是不是掌握了？考生學(xué)習(xí)過程中練習(xí)考試題了嗎？今天跟著融躍CFA一級一起看看這個科目的知識！

1、Which of the following institutional investors is most likely to manage investments in mutual funds?

A Insurance companies.

B Investment companies.

C University endowments.

B is correct. Investment companies manage investments in mutual funds.Although endowments and insurance companies may own mutual funds, they

do not issue or redeem shares of mutual funds.

2、With respect to the portfolio management process, the asset allocation is determined in the:

A planning step.

B feedback step.

C execution step.

C is correct. The client’s objectives and constraints are established in the investment policy statement and are used to determine the client’s target asset allocation, which occurs in the execution step of the portfolio management process.


3、The planning step of the portfolio management process is least likely to include an assessment of the client’s

A securities.

B constraints.

C risk tolerance.

A is correct. Securities are analyzed in the execution step. In the planning step,a client’s objectives and constraints are used to develop the investment policy statement.

今天就分享這么多的CFA知識考試題，不知道你是不是做對了呢？是不是知道考試題中蘊(yùn)含的知識點(diǎn)？如果你有需要相關(guān)的考試題可以在線咨詢，這邊有CFA備考課程可以輔助考生學(xué)習(xí)，有需要可以添加老師微信。