NO.PZ2022081802000009
问题如下:
Question Security analysis is most likely a part of which step in the portfolio management process?选项:
A.The feedback step B.The execution step C.The planning step解释:
SolutionB is correct. The execution step of the portfolio management process has three parts: asset allocation, security analysis, and portfolio construction.
A is incorrect because under the planning step, there are two parts: understating the client’s needs and preparation of an investment policy statement.
C is incorrect because under the feedback step, there are two parts: portfolio monitoring and rebalancing and performance measurement and reporting.
rt