Podcast
Questions and Answers
What is the primary objective of portfolio management in the Philippines?
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?
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?
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?
What is the purpose of investment selection in portfolio management in the Philippines?
What is the primary role of a portfolio manager in the Philippines?
What is the primary role of a portfolio manager in the Philippines?
What is an example of an alternative investment in the Philippines?
What is an example of an alternative investment in the Philippines?
What is the primary goal of continuously monitoring a portfolio's performance?
What is the primary goal of continuously monitoring a portfolio's performance?
What is a key aspect of financial planning services offered by portfolio managers in the Philippines?
What is a key aspect of financial planning services offered by portfolio managers in the Philippines?
Why is regulatory compliance important in portfolio management?
Why is regulatory compliance important in portfolio management?
What is the role of the Securities and Exchange Commission (SEC) in portfolio management?
What is the role of the Securities and Exchange Commission (SEC) in portfolio management?
Why do portfolio management practices vary among different financial institutions, investment firms, or individual portfolio managers?
Why do portfolio management practices vary among different financial institutions, investment firms, or individual portfolio managers?
What is the primary purpose of tracking market trends in portfolio management?
What is the primary purpose of tracking market trends in portfolio management?
