Help
Course Catalog > Portfolios > 100
Portfolios 108: Creating Your Investment Policy Statement

Test your knowledge

Choose wisely. There is only one correct answer to each question.

0%
Keep studying!
Review your answers below to learn more.
1.
Which of the following is a question to answer for the Monitoring Procedures section of your investment policy statement?
Choose wisely. There is only one correct answer.
How will I determine how well my overall portfolio is doing? This question will help you monitor your investments.
2.
The investment philosophy section of your investment policy statement tells you _______.
Choose wisely. There is only one correct answer.
What is important to you as an investor. This section tends to be subjective.
3.
The investment objectives portion of your investment policy statement covers what you're trying to achieve with your portfolio.
Choose wisely. There is only one correct answer.
True. It's all about goals.
4.
As regards your investment policy statement, investment selection criteria tend to be _______.
Choose wisely. There is only one correct answer.
Quantitative. These criteria are a means of quantifying your investment philosophy.
5.
What benchmark is most appropriate for a portfolio that is 50% invested in U.S. large-company stocks, 25% in bonds, and 25% in foreign stocks?
Choose wisely. There is only one correct answer.
A customized benchmark that combines U.S. large-company, bond, and foreign-stock indexes. Choose benchmarks for your portfolio that reflect the makeup of your portfolio.