Key requirement for managing investment portfolios

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Reference no: EM133091230

Question 1.

Suppose you are creating the questionnaire to assess investor consistency, write at least five questions by which you can assess the personality of investors' behavior and decision-making style.

Question 2.

What are the different Personality Types of Investors. As a Portfolio Manager, what type of investment strategy would you formulate for "Cautious Type" of Investors?

Question 3.

Why Ethical Conduct is a key requirement for managing Investment Portfolios? Support your answer with an appropriate example.

Question 4.

Write a situation, when there is a need to rebalance the portfolio.

Reference no: EM133091230

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