Question 1 (1 point)

A portfolio should be designed to provide sufficient return to meet a client's various objectives while managing the risk to a level acceptable to the client.

Question 1 options:

	True
	False

Return metrics, risk-adjusted return metrics, and benchmarking are all examples of

Question 2 options:

	monitoring.
	performance evaluation.
	manager selection.
	assessment of capital markets.
	none of the above

Question 3 (1 point)

In developing an initial plan for a client on how much to invest in each investment class, the plan administrator or money manager will use what tools?

Question 3 options:

	mutual funds
	performance evaluation
	rebalancing
	fundamental analysis

A partnership may be able to borrow more than would an individual, which is always a positive aspect of this type of business arrangement.

Question 4 options:

	True
	False

Question 5 (1 point)

There can be only one general partner in a partnership enterprise.

Question 5 options:

	True
	False

Question 6 (1 point)

Which of the following is a disadvantage to a limited partnership?

Question 6 options:

	capital gain potential
	investment income
	leverage
	diversification.
	pooling of resources

Active management strategies assume markets are efficient.

Question 7 options:

	True
	False

Question 8 (1 point)

Return on assets indicates the company's overall efficiency.

Question 8 options:

	True
	False

Question 9 (1 point)

A bar chart includes all of the following information EXCEPT

Question 9 options:

	high price.
	low price.
	average price.
	open price.
	closing price.