Question: Match the term with its definition. Question 66 options: Involves constant monitoring of both the portfolio and the market, and changing the asset allocation in
Match the term with its definition. Question 66 options: Involves constant monitoring of both the portfolio and the market, and changing the asset allocation in response to market cycle shifts or opportunities Maintains asset allocation by changing asset mix or by rebalancing the portfolio back to the original mix Lists services provided, responsibilities of client and advisor, compensation method Depends on a number of factors, including personality, past good or bad experiences, and current financial situation 1. Dynamic Asset Allocation 2. Tactical asset allocation 3. Letter of Engagement 4. Client risk tolerance
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