"Portfolio Management":Basics of Portfolio Planning and Construction

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Questions 1:

A financial adviser gathers the following information about a new client:

● The client is a successful economics professor at a major university.

● The client plans to work full time for seven years and then will work part

time for three years before retiring.

● The client owns two homes and does not have any outstanding debt.

● The client has accumulated retirement savings of approximately $2 million

through his employer’s retirement plan and will have anticipated retirement

spending needs of $60,000 per year.

● The client reads numerous financial publications and follows markets

closely.

● Although concerned about the current health of the global economy, the client maintains that he is a long-term investor.

Based on the above information, which of the following best describes this client?

A 、High ability to take risk but a low willingness to take risk

B 、High ability to take risk and a high willingness to take risk

C、 Low ability to take risk but a high willingness to take risk

Questions 2:

An analyst observes that the historic geometric nominal return for equities is 9%. Given a real return of 1% for riskless Treasury bills and annual inflation of 2%, the real rate of return and risk premium for equities are closest to:

A 、7.9% and 5.8%.

B 、6.9% and 7.9%.

C 、6.9% and 5.8%.

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