FAQs tagged as

Portfolio Management

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  1. What does a high turnover ratio signify for an investment fund?

  2. What is the difference between passive and active asset management?

  3. What percentage of a diversified portfolio should large cap stocks comprise?

  4. Why should an investor include an allocation to the telecommunications sector in ...

  5. What are some mutual funds that do not have 12b-1 fees?

  6. Are there mutual funds that take advantage of merger arbitrage?

  7. How can I measure portfolio variance?

  8. What is the formula for calculating the capital asset pricing model (CAPM) in Excel?

  9. What percentage of a diversified portfolio should be exposed to the retail sector?

  10. What is the interest rate offered on a typical margin account?

  11. What is the difference between the equity market and the fixed income market?

  12. What are the most popular mutual funds that give exposure to the utilities sector?

  13. What are some popular mutual funds that give exposure to the telecommunications sector?

  14. What percentage of a diversified portfolio should be invested in the telecommunications ...

  15. Why is the 12b-1 fee controversial?

  16. Where can I find information about corporate bond issues?

  17. What are the top high yield bond ETFs?

  18. What is the formula for calculating beta?

  19. How is portfolio variance reduced in Modern Portfolio Theory?

  20. What are the advantages of portfolio planning with the efficient frontier?

  21. Which is better: dollar cost averaging or value averaging?

  22. What does the information ratio tell about the design of a mutual fund?

  23. How do I calculate my portfolio's investment returns and performance?

  24. What are the best free online resources to compare no-load mutual funds?

  25. What other sectors are most similar to insurance?

  26. What types of companies hire a chartered financial analyst (CFA)?

  27. What is considered a good turnover ratio for a mutual fund?

  28. What is the minimum number of simulations that should be run in Monte Carlo Value ...

  29. What are the primary risks an investor should consider when investing in the food ...

  30. Why does the real estate sector appeal to growth investors?

  31. Which leveraged ETFs can I buy to invest in the real estate sector?

  32. Why would a value investor include an allocation to the airline sector?

  33. Which benchmarks / indexes track the automotive sector?

  34. What are the best mutual funds for investing in the aerospace sector?

  35. What are some of the most common mutual funds that give exposure to the food and ...

  36. What emerging markets are best suited for investing in the real estate sector?

  37. What average annual return is typical for a long term investment in the real estate ...

  38. What are the most common mutual funds for investing in the real estate sector?

  39. Under what circumstances would I require private wealth management?

  40. What are some examples of applications of the geometric mean?

  41. How do I calculate my year-to-date (YTD) return on my portfolio?

  42. Can two numbers have the same arithmetic and geometric means?

  43. What does Value at Risk (VaR) have to do with maximization of shareholder wealth?

  44. How can I calculate the tracking error of an ETF or indexed mutual fund?

  45. How does the risk of investing in the aerospace sector compare to the broader market?

  46. How does a pension income drawdown work?

  47. What is the most important section in an investment company's prospectus?

  48. What option strategies can I use to earn additional income when investing in the ...

  49. Why are simple-interest loans preferred by payday loan companies and pawn shops?

  50. What is the difference between speculation and hedging?

  51. What risk factors should investors consider before purchasing a callable bond?

  52. Which stage of the economic cycle is most favorable for the chemicals sector?

  53. What is the difference between a company's annual return and its annualized return?

  54. Why would growth investors be attracted to the electronics sector?

  55. What is the difference between expected return and variance?

  56. Why would a growth investor purchase shares of companies in the drug sector?

  57. What is a good annual return for a mutual fund?

  58. How is the 80-20 rule (Pareto Principle) used in portfolios?

  59. How much of a diversified portfolio should be invested in the chemicals sector?

  60. How does the risk of investing in the chemicals sector compare to the broader market?

  61. What is the difference between the expected return and the standard deviation of ...

  62. How does portfolio management software work?

  63. How do you calculate the geometric mean to assess portfolio performance?

  64. How much of a diversified portfolio should be invested in the electronics sector?

  65. What are some common questions an interviewer may ask during an interview for a position ...

  66. What is the average annual return for the S&P 500?

  67. What licenses and certifications do you need for a career in portfolio management?

  68. How do waivers, reimbursements and recoupments affect a fund's expense ratio?

  69. Are investments in the drug sector appropriate for ethical investors?

  70. What are some roles of an investment bank?

  71. What should you take into consideration when choosing a portfolio management service?

  72. What are some popular mutual funds that give exposure to the drugs sector?

  73. What is the variance/covariance matrix or parametric method in Value at Risk (VaR)?

  74. What techniques are most useful for hedging exposure to the banking sector?

  75. During what stage of the economic cycle should I invest in the drugs sector?

  76. What is backtesting in Value at Risk (VaR)?

  77. How much variance should an investor have in an indexed fund?

  78. What does Value at Risk (VaR) say about the "tail" of the loss distribution?

  79. What is RiskMetrics in Value at Risk (VaR)?

  80. What percentage of a diversified portfolio should be exposed to the banking sector?

  81. How do you interpret the magnitude of the covariance between two variables?

  82. What are the most popular mutual funds that invest in the automotive sector?

  83. What are some common measures of risk used in risk management?

  84. How is the Capital Asset Pricing Model (CAPM) represented in the Security Market ...

  85. What types of risk are incorporated in Security Market Line (SML) analysis?

  86. What are the pros and cons of using the S&P 500 as a benchmark?

  87. How are negative correlations used in risk management?

  88. What allocation of a diversified portfolio should be exposed to the automotive sector?

  89. What is the difference between risk and opportunity cost?

  90. What percentage of a diversified portfolio should be invested in the drugs sector?

  91. Where did Modern Portfolio Theory (MPT) come from?

  92. What does asset management mean in regards to real estate?

  93. How does covariance impact portfolio risk and return?

  94. What is the difference between passive and active portfolio management?

  95. Do you have to sell your stocks when you get a margin call?

  96. What are some of the most common mutual funds that give exposure to the Internet ...

  97. How do I find out my own risk tolerance?

  98. What is the difference between portfolio management and financial planning?

  99. What skills do I need to become a Portfolio Analyst?

  100. What questions are commonly asked during a portfolio management job interview?

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