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Exam CIFC Topic 1 Question 97 Discussion

Actual exam question for IFSE Institute's CIFC exam
Question #: 97
Topic #: 1
Based on your discussions with your client Sierra, you believe an asset allocation of 30% fixed income and
70% equities will help her achieve her long-term goals. What type of asset allocation strategy are you implementing?

Suggested Answer: B Vote an answer

Explanation
A strategic asset allocation strategy is one that involves setting target allocations for various asset classes based on the investor's risk tolerance, time horizon, and investment objectives, and rebalancing the portfolio periodically to maintain the original allocations. This strategy is compatible with a buy-and-hold approach and aims to achieve long-term goals by diversifying across different asset classes and markets. In this case, you are implementing a strategic asset allocation strategy for your client Sierra by assigning 30% of her portfolio to fixed income and 70% to equities, and planning to rebalance her portfolio when the actual allocations deviate significantly from the target allocations.
References: Canadian Investment Funds Course, Unit 7, Section 7.1

by Adam at Nov 12, 2024, 05:10 PM

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