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Question 1 of 10
1. Question
Investment advisors and consultants should be able to calculate numerous risk and performance metrics including which of the following?
I. Absolute and relative performance measurements
II. Rolling period and annual returns
III. Time-weighted and dollar-weighted returns
IV. Arithmetic and geometric returnsCorrect
Investment advisors and consultants should be able to calculate numerous risk and performance metrics including: absolute and relative performance measurements, rolling period and annual returns, time-weighted and dollar-weighted returns, and arithmetic and geometric returns.
Incorrect
Investment advisors and consultants should be able to calculate numerous risk and performance metrics including: absolute and relative performance measurements, rolling period and annual returns, time-weighted and dollar-weighted returns, and arithmetic and geometric returns.
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Question 2 of 10
2. Question
Measuring and analyzing risk-adjusted performance is critical for understanding which of the following?
I. The effectiveness of individual investments and managers
II. How their performance interacts with other investments within a portfolio
III. The efficiency of performance output from its investors’ portfolio
IV. The various possible outcomes of what the clients might experienceCorrect
Measuring and analyzing risk-adjusted performance is critical for understanding the effectiveness of individual investments and managers, and how their performance interacts with other investments within a portfolio.
Incorrect
Measuring and analyzing risk-adjusted performance is critical for understanding the effectiveness of individual investments and managers, and how their performance interacts with other investments within a portfolio.
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Question 3 of 10
3. Question
Investment professionals should have a solid understanding of various methods of analyzing and evaluating which of the following?
I.Investment strategies
II. Styles
III. Managers
IV. RisksCorrect
Investment professionals should have a solid understanding of various methods of analyzing and evaluating various investment strategies, styles, and managers.
Incorrect
Investment professionals should have a solid understanding of various methods of analyzing and evaluating various investment strategies, styles, and managers.
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Question 4 of 10
4. Question
Financial assets normally generate which of the following types of return for investors?
I. Provide periodic income through interest payments
II. Provide periodic income through cash dividends
III. The price of a financial asset can increase, leading to a capital gain
IV. The price of a financial asset can decrease, leading to a capital lossCorrect
Financial assets normally generate two types of return for investors. First, they may provide periodic income through cash dividends or interest payments. Second, the price of a financial asset can increase or decrease, leading to a capital gain or loss.
Incorrect
Financial assets normally generate two types of return for investors. First, they may provide periodic income through cash dividends or interest payments. Second, the price of a financial asset can increase or decrease, leading to a capital gain or loss.
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Question 5 of 10
5. Question
Investors in non-dividend-paying stocks, such as Google or Baidu, obtain their return from which of the following?
I. Capital reinvestments
II. Capital appreciation
III. Capital gain
IV. Capital expenditureCorrect
Investors in non-dividend-paying stocks, such as Google or Baidu, obtain their return from capital appreciation only.
Incorrect
Investors in non-dividend-paying stocks, such as Google or Baidu, obtain their return from capital appreciation only.
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Question 6 of 10
6. Question
Which of the following make income payments as long as you live?
I. Defined benefit pension plans
II. Retirement annuities
III. Reverse mortgages
IV. Insurance premiumsCorrect
Defined benefit pension plans, retirement annuities, andreverse mortgages make income payments as long as you live.
Incorrect
Defined benefit pension plans, retirement annuities, andreverse mortgages make income payments as long as you live.
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Question 7 of 10
7. Question
Returns reported for stock indices are sometimes misleading because of which of the following reasons?
I. Most index levels only capture price appreciation.
II. They do not adjust for cash dividends unless the stock index is labeled “total return.”
III. They do not adjust for cash dividends unless the stock index is labeled “net dividends reinvested.”
IV. Most index levels only capture price depreciation.Correct
Returns reported for stock indices are sometimes misleading because most index levels only capture price appreciation and do not adjust for cash dividends unless the stock index is labeled “total return” or “net dividends reinvested.”
Incorrect
Returns reported for stock indices are sometimes misleading because most index levels only capture price appreciation and do not adjust for cash dividends unless the stock index is labeled “total return” or “net dividends reinvested.”
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Question 8 of 10
8. Question
Returns can be measured over which of the following period(s)?
I. Single period
II. Annual period
III. Quarterly periods
IV. Over multiple periodsCorrect
Returns can be measured over a single period or over multiple periods.
Incorrect
Returns can be measured over a single period or over multiple periods.
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Question 9 of 10
9. Question
Which of the following is the return earned from holding an asset for a single specified period of time?
I. Geometric Mean return
II. A holding period return
III. A mean return
IV. An arithmetic ReturnCorrect
A holding period return is the return earned from holding an asset for a single specified period of time.
Incorrect
A holding period return is the return earned from holding an asset for a single specified period of time.
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Question 10 of 10
10. Question
The holding period return can be computed for which of the following period(s)?
I. Periods longer than one year
II. Periods within a year
III. Periods longer than one year but less than two years
IV. Periods within 30 daysCorrect
The holding period return can be computed for a period longer than one year.
Incorrect
The holding period return can be computed for a period longer than one year.