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Portfolio Management in the Philippines

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Questions and Answers

What is the primary objective of portfolio management in the Philippines?

To achieve specific financial goals (correct)

To maximize returns regardless of risk

To minimize taxes and fees

To invest only in stocks and bonds

What is the key factor in determining asset allocation in the Philippines?

Risk tolerance, investment objectives, and market conditions (correct)

Investor's age and income

Investor's occupation and location

Market conditions only

Which of the following is a risk management strategy used by portfolio managers in the Philippines?

Holding onto investments for a short period

Investing in derivatives only

Diversifying the portfolio and conducting research (correct)

Investing in only one asset class

What is the purpose of investment selection in portfolio management in the Philippines?

To select investments that align with the portfolio's objectives Signup and view all the answers

What is the primary role of a portfolio manager in the Philippines?

To make strategic decisions regarding asset allocation, risk management, and investment selection Signup and view all the answers

What is an example of an alternative investment in the Philippines?

Real estate and commodities Signup and view all the answers

What is the primary goal of continuously monitoring a portfolio's performance?

To ensure the portfolio remains aligned with the investor's goals Signup and view all the answers

What is a key aspect of financial planning services offered by portfolio managers in the Philippines?

Establishing investment objectives and creating long-term financial plans Signup and view all the answers

Why is regulatory compliance important in portfolio management?

To ensure transparency, investor protection, and ethical practices Signup and view all the answers

What is the role of the Securities and Exchange Commission (SEC) in portfolio management?

To establish and enforce local laws and regulations Signup and view all the answers

Why do portfolio management practices vary among different financial institutions, investment firms, or individual portfolio managers?

Due to differences in client preferences and expertise Signup and view all the answers

What is the primary purpose of tracking market trends in portfolio management?

To make adjustments to the portfolio when necessary Signup and view all the answers