Question 1
Fixed weightings, flexible weightings, and tactical asset allocation are three approaches to asset allocation. Compare and contrast these three different approaches.
Question 2
An asset allocation plan should consider which of the following factors?
III. | changing investment goals |
IV. | investor risk tolerance |
◦ II only
◦ II, III and IV only
◦ I, III and IV only
◦ I, II, III and IV