2025 RELIABLE VALID BRAINDUMPS ICWIM QUESTIONS | 100% FREE LATEST INTERNATIONAL CERTIFICATE IN WEALTH & INVESTMENT MANAGEMENT DUMPS QUESTIONS

2025 Reliable Valid Braindumps ICWIM Questions | 100% Free Latest International Certificate in Wealth & Investment Management Dumps Questions

2025 Reliable Valid Braindumps ICWIM Questions | 100% Free Latest International Certificate in Wealth & Investment Management Dumps Questions

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Tags: Valid Braindumps ICWIM Questions, Latest ICWIM Dumps Questions, Exam ICWIM Format, ICWIM Valid Test Materials, ICWIM New Exam Materials

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CISI International Certificate in Wealth & Investment Management Sample Questions (Q76-Q81):

NEW QUESTION # 76
Why might a custom benchmark be required when measuring portfolio performance?

  • A. To establish the size of the tracking error
  • B. So that the portfolio can be measured in absolute terms
  • C. It is easier than using a pre-defined benchmark
  • D. The portfolio spans several different asset classes

Answer: D

Explanation:
* What is a Benchmark?
* A benchmark is a standard against which the performance of a portfolio is measured.
* Common benchmarks include stock indices like the S&P 500 or FTSE 100.
* Why a Custom Benchmark is Required
* When a portfolio spansseveral different asset classes, such as equities, fixed income, and alternative investments, a single pre-defined benchmark may not be sufficient.
* A custom benchmark aligns with the specific composition and strategy of the portfolio, ensuring that performance is evaluated accurately.
* Key Reason for Custom Benchmark
* It reflects thediversity and allocationof the portfolio across asset classes.
* Example: If a portfolio is 50% equity, 30% fixed income, and 20% real estate, the benchmark must reflect this mix, combining indices like MSCI World, Bloomberg Barclays Bond Index, and a real estate index.
* ICWIM Study Material, Chapter on Performance Measurement: Highlights the necessity for custom benchmarks in multi-asset portfolios.
* CFA Institute Standards: Custom benchmarks are required for complex portfolios spanning various classes.
ReferencesThus, the answer isD. The portfolio spans several different asset classes.


NEW QUESTION # 77
What fiduciary responsibility does a financial adviser have for their clients?

  • A. Act in the best interests of their clients
  • B. Provide their services at a competitive fee
  • C. Decrease the overall risk of their portfolio
  • D. Offer conservative advice with low risk

Answer: A

Explanation:
* Fiduciary Duty:
* A fiduciary is legally and ethically bound to prioritize the client's best interests above all else, ensuring transparency, loyalty, and care in decision-making.
* Elimination of Other Options:
* A: Reducing risk is important but not the primary fiduciary responsibility.
* B: Competitive fees are desirable but not a fiduciary obligation.
* D: Offering conservative advice is situational and based on client needs, not a fiduciary mandate.
References:
* ICWIM Module 4: Coverage of fiduciary duties in financial advising.


NEW QUESTION # 78
Which of the following is categorised as a soft commodity?

  • A. Lumber
  • B. Oil
  • C. Natural gas
  • D. Copper

Answer: A

Explanation:
Performance attribution analysis evaluates the performance of a portfolio by breaking it into components attributed to specific investment decisions. These include:
* Asset Allocation: The decision on the proportion of the portfolio allocated to different asset classes (e.
g., stocks, bonds).
* Sector Choice: Selecting specific sectors (e.g., technology, healthcare) within asset classes.
* Security Selection: Choosing individual securities within the selected sectors.
Risk analysis, while critical for investment management, is not typically part of standard performance attribution frameworks.
References:
* International Certificate in Wealth & Investment Management: Portfolio performance evaluation section.
* Standard attribution models: Brinson, Hood, and Beebower model widely used in performance attribution.


NEW QUESTION # 79
When creating a portfolio for a risk-averse client, why would you select stocks with a beta of less than one?

  • A. So that the portfolio moves in line with the market
  • B. So that the portfolio is easier to understand
  • C. To produce a high-volatility portfolio
  • D. In order to produce a low-volatility portfolio

Answer: D

Explanation:
Stocks with abeta of less than oneare less volatile than the overall market. Including such stocks in a portfolio helps reduce its overall volatility, aligning with the risk-averse nature of the client.
* Easier to understand (A): Simplicity is not a factor in beta selection.
* Moves in line with the market (B): A beta of less than one means the portfolio moves less than the market.
* High-volatility portfolio (D): This would involve stocks with a beta greater than one, contrary to the client's risk profile.
References:
* International Certificate in Wealth & Investment Management: Beta as a measure of systematic risk and its implications for portfolio construction.
* CAPM (Capital Asset Pricing Model) principles on beta and risk.


NEW QUESTION # 80
Why would a composite benchmark be needed to measure portfolio performance?

  • A. Because the portfolio forms part of the investment universe
  • B. It makes it easier for the fund manager
  • C. To lower the tracking error
  • D. Because the portfolio spans several asset classes

Answer: D

Explanation:
* Need for a Composite Benchmark:
* Portfolios that span multiple asset classes (e.g., equities, bonds, commodities) require a composite benchmark to provide a fair performance comparison.
* Single benchmarks (e.g., S&P 500) would not accurately represent multi-asset portfolios.
* Elimination of Other Options:
* A: Composite benchmarks complicate fund management rather than simplify it.
* C: While portfolios are part of the investment universe, this does not necessitate a composite benchmark.
* D: Reducing tracking error is a goal but not the main reason for composite benchmarks.
References:
* ICWIM Module 3: Details on portfolio management and benchmark selection for performance measurement.


NEW QUESTION # 81
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